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CARLSON & ASSOCIATES, PLLC

EIN 82-4077553-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
2
2323 NAPERVILLE RD STE 230 - NAPERVILLE, IL 605633539630-369-1899
Plans on this EIN
1 filing
#001401k-$2.7M - 2 part

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Retirement#001

CARLSON & ASSOCIATES, LLC 401(K) PLAN

401k

Assets$2.7M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLSON & ASSOCIATES, LLC 401(K) PLAN401k$2.7M22025
Retirement plans
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