Carlson Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,686

Total plan assets

$109.3M

Filings (rows)

Direct comp

$36K

Indirect comp

Aggregating 2 name variants under "CARLSON ADVISORS"

Click a variant to view it alone

CARLSON ADVISORS LLP2 CARLSON ADVISORS1

SERVICES PROVIDED

Accountant / Auditor2

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Transport Labor Contract/ Leasing, Inc. TLC Retirement Savings Plan · all filings	BROOKLYN CENTER, MN	Accountant / Auditor	4,140	$62.8M	$16K	$0
Bluum USA, Inc. Bluum 401(k) Plan · all filings	PHOENIX, AZ	Accountant / Auditor	387	$24.2M	$18K	$0
Bolger LLC Bolger LLC Retirement Savings Plan and Trust · all filings	MINNEAPOLIS, MN	Investment manager	159	$22.4M	$2K	$0