· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Carlson Advisors — Form 5500 Service Provider Profile | Form 5500 Search
Home
/
Providers
/
Carlson Advisors
Back to search
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
1
Active participants
387
Total plan assets
$24.2M
Filings (rows)
1
Direct comp
$18K
Indirect comp
$0
Showing only "CARLSON ADVISORS"
View all 2 variants aggregated →
CARLSON ADVISORS LLP
2
CARLSON ADVISORS
1
SERVICES PROVIDED
Accountant / Auditor
1
Plans served
All 1 plans
Unlock full export (Pro)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Bluum USA, Inc.
Bluum 401(k) Plan ·
all filings
PHOENIX, AZ
Accountant / Auditor
387
$24.2M
$18K
$0