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  2. Charlson Insurance Agency, Inc.

Filings through Oct 24, 2026.

Charlson Insurance Agency, Inc.

EIN 27-3106586-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$391K assets
Health & Benefits
0
Participants
10
5560 THREE POINTS BLVD - MOUND, MN 55364952-472-5968
Plans on this EIN
1 filing
#001401(k)-$391K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CHARLSON INSURANCE AGENCY 401(K) PLAN

401(k)

Assets$391K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARLSON INSURANCE AGENCY 401(K) PLAN401(k)$391K102025
  • CHARLSON INSURANCE AGENCY 401(K) PLAN$391K
    #001 · 401(k) · 202510
Retirement plans
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