Sponsor portfolio
IVAN CARLSON & ASSOCIATES, INC.
EIN 36-2807739Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$817K assets
Welfare
0
Participants
23
2224 W. FULTON STREET - CHICAGO, IL 60612312-829-4616
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 | IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST | 401k | $817K | 23 | 2025 |
Retirement plans