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  2. Carlson & Company Financial Services, LLC

Filings through Oct 24, 2026.

Carlson & Company Financial Services, LLC

EIN 46-0557143-financial services-Latest filing 2025
Plans
1
Retirement
1
$950K assets
Health & Benefits
0
Participants
31
5207 HICKORY PARK DRIVE, SUITE E - GLEN ALLEN, VA 23059844-227-5766carlsonfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$950K - 31 part

Plan summaries

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

Retirement#001

CARLSON FINANCIAL 401(K) PLAN

401(k)

Assets$950K
Participants31
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
#001CARLSON FINANCIAL 401(K) PLAN401(k)$950K312025
  • CARLSON FINANCIAL 401(K) PLAN$950K
    #001 · 401(k) · 202531
Retirement plans
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