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CARLTON INVESTMENT SERVICES GROUP, LLC

EIN 72-1532293-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
6
7825 WASHINGTON AVE. SOUTH, SUITE #410 - BLOOMINGTON, MN 55439952-844-0039investcarlton.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 6 part

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Retirement#001

CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN

401k

Assets$1.3M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN401k$1.3M62025
Retirement plans
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