How big is Carson Estate Trust's plan?

Carson Estate Trust's plan reported $11.1M in assets and 20 participants for 2024.

Original filing (PDF)20250514124550NAL0028052304001

Carson Estate Trust

Name: Carson Estate Trust — Carson Estate Trust 401(k), Form 5500 (2024)
Creator: Carson Estate Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carson Estate Trust 401(k) Profit Sharing Plan

401(k) retirement plan · Carson Estate Trust's Carson Estate Trust 401(k) Profit Sharing Plan held $11.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

John Hawkinson signed Carson Estate Trust's 2024 Form 5500 as plan administrator.

John Hawkinson — 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

Carson Estate Trust's EIN is 95-0608030.

EIN 95-0608030

Plan number 001

Plan year 2024

ACK ID 20250514124550NAL0028052304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carson Estate Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carson Estate Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARSON ESTATE TRUST.

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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