Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors

Michael Carlson signed Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors' 2024 Form 5500 as plan administrator.

• Michael Carlson — Plan Administrator — Form 5500 signer

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

Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors' EIN is 88-4411720.

Download the official 2024 Form 5500 (PDF) for Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Carlson Wealth Advisors, Inc. DBA Carlson Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).