Carlson Retirement Plan Services

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

973

Total plan assets

$7.9M

Filings (rows)

Direct comp

$26K

Indirect comp

SERVICES PROVIDED

Recordkeeper2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Legacy Restoration, LLC Legacy Restoration 401(k) Plan · all filings	PLYMOUTH, MN	Recordkeeper	659	$4.9M	$17K	$0
Legacy Restoration, LLC Legacy Restoration 401(k) Plan · all filings	PLYMOUTH, MN	Recordkeeper	314	$3.0M	$9K	$0