Sponsor portfolio
CARLSON ASSET MANAGEMENT INC
EIN 20-0406391Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
4
400 VILLAGE CENTER DR - NORTH OAKS, MN 551277848651-287-2163
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 | |
|---|---|---|---|---|---|---|
| 001 | CARLSON ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 4 | 2025 |
Retirement plans