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CARLSON WEALTH ADVISORS, INC. DBA CARLSON WEALTH ADVISORS

EIN 88-4411720-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$63K assets
Welfare
0
Participants
3
6119 US HIGHWAY 31 SOUTH - INDIANAPOLIS, IN 46227317-781-4824
Plans on this EIN
1 filing
#001401k-$63K - 3 part

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Retirement#001

CARLSON WEALTH ADVISORS, INC. 401(K) PLAN

401k

Assets$63K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLSON WEALTH ADVISORS, INC. 401(K) PLAN401k$63K32024
Retirement plans
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