Sponsor portfolio
CARLSON & ASSOCIATES CPAS INC
EIN 47-1187441Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$189K assets
Welfare
0
Participants
5
924 WILLIAMS ST - LAKE GENEVA, WI 531471250262-249-1400
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 & ASSOCIATES CPAS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $189K | 5 | 2025 |
Retirement plans