PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Carlson & Associates CPAS, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Carlson & Associates CPAS, Inc.

EIN 94-2673387-management consulting-Latest filing 2025
Plans
1
Retirement
1
$274K assets
Welfare
0
Participants
14
14520 MONO WAY, SUITE 130 - SONORA, CA 95370209-532-5171jgcarlson.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$274K - 14 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

CARLSON & ASSOCIATES RETIREMENT PLAN

401(k)

Assets$274K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLSON & ASSOCIATES RETIREMENT PLAN401(k)$274K142025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica