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  2. CARLSON ENGINEERING, INC.
Sponsor portfolio

CARLSON ENGINEERING, INC.

EIN 75-2251469-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
67
505 NE 37TH ST. - FORT WORTH, TX 76106817-877-3815carlsonengineeringinc.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$4.0M - 39 part#002CashBalance-$3.3M - 28 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 67 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • ENGINEERING 401K PLAN (#001)55%
  • CARLSON ENGINEERING PENSION (#002)45%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGINEERING 401K PLAN (#001)39
  • CARLSON ENGINEERING PENSION (#002)28
Total 67Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARLSON ENGINEERING 401K PLAN

401k

Assets$4.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARLSON ENGINEERING PENSION PLAN

CashBalance

Assets$3.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARLSON ENGINEERING 401K PLAN401k$4.0M392024
002CARLSON ENGINEERING PENSION PLANCashBalance$3.3M282024
Retirement plans
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