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

1,452

Total plan assets

$208.6M

Filings (rows)

Direct comp

$191K

Indirect comp

Aggregating 2 name variants under "CARSON WEALTH"

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CARSON WEALTH MANAGEMENT6 CARSON WEALTH2

SERVICES PROVIDED

Other service providers6

Advisor / Consultant2

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Plans served

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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
Bemis Associates, Inc. Bemis Associates, Inc. Employee Deferred Savings Plan · all filings	SHIRLEY, MA	Other service providers	195	$50.0M	$7K	$0
Bemis Associates, Inc. Bemis Associates, Inc. Employee Deferred Savings Plan · all filings	SHIRLEY, MA	Other service providers	205	$42.9M	$39K	$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	234	$14.9M	$25K	$0
OCI Enterprises Inc. OCI 401(k) Plan · all filings	SAN ANTONIO, TX	Other service providers	209	$14.3M	$29K	$0
OCI Enterprises Inc. OCI 401(k) Plan · all filings	SAN ANTONIO, TX	Other service providers	208	$11.5M	$27K	$0
WINN-Marion Barber, LLC WM 401(k) Plan · all filings	CENTENNIAL, CO	Advisor / Consultant	0	$0	$7K	$0