Sponsor portfolio
CARLSON AND CARLSON INCORPORATED
EIN 13-1250632Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$11.4M assets
Welfare
0
Participants
20
15 WILMOT LN - RIVERSIDE, CT 068781612203-637-7575
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARLSON & CARLSON, INC. 401(K) PLAN | 401k | $11.4M | 20 | 2025 |
Retirement plans