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Sponsor portfolio

CARLSON GROUP ADVISORS, LLC

EIN 83-2062759-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
22
1206 NAGEL BLVD - BATAVIA, IL 60510630-613-5022
Plans on this EIN
2 filings
#002CashBalance-$847K - 9 part#001401k-$517K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PENSION (#002)62%
  • SUCCESS SHARING PLAN (#001)38%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUCCESS SHARING PLAN (#001)13
  • CASH BALANCE PENSION (#002)9
Total 22Click 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#002

CGA, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$847K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CGA LLC SUCCESS SHARING PLAN

401k

Assets$517K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CGA, LLC CASH BALANCE PENSION PLANCashBalance$847K92025
001CGA LLC SUCCESS SHARING PLAN401k$517K132025
Retirement plans
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