Carson Wealth

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

401

Total plan assets

$74.9M

Filings (rows)

Direct comp

$65K

Indirect comp

Aggregating 2 name variants under "CARSON WEALTH"

Click a variant to view it alone

CARSON WEALTH MANAGEMENT6 CARSON WEALTH2

SERVICES PROVIDED

Other service providers6

Advisor / Consultant2

Prospecting the plans that use Carson Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bemis Associates, Inc. Bemis Associates, Inc. Employee Deferred Savings Plan · all filings	SHIRLEY, MA	Other service providers	177	$57.0M	$21K	$0
OCI Enterprises Inc. OCI 401(k) Plan · all filings	SAN ANTONIO, TX	Other service providers	224	$17.9M	$37K	$0
WINN-Marion Barber, LLC WM 401(k) Plan · all filings	CENTENNIAL, CO	Advisor / Consultant	0	$0	$7K	$0