How big is Carlson Mechanical Company's plan?

Carlson Mechanical Company's plan reported $1.7M in assets and 14 participants for 2024.

Original filing (PDF)20250818165304NAL0000748963001

Carlson Mechanical Company

Name: Carlson Mechanical Company — The Carlson Company, Form 5500 (2024)
Creator: Carlson Mechanical Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carlson Company 401(k)

401(k) retirement plan · Carlson Mechanical Company's The Carlson Company 401(k) held $1.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Patty Carlson signed Carlson Mechanical Company's 2024 Form 5500 as plan administrator.

Patty Carlson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlson Mechanical Company's EIN is 86-0811363.

EIN 86-0811363

Plan number 001

Plan year 2024

ACK ID 20250818165304NAL0000748963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson Mechanical Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Mechanical Company's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON MECHANICAL COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score