Retirement plan

THE CARLSON COMPANY, INC. 401(K) SAFE HARBOR PLAN

Name: THE CARLSON COMPANY, INC. - THE CARLSON COMPANY, INC. 401(K) SAFE HARBOR PLAN (2025) Form 5500
Creator: THE CARLSON COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CARLSON COMPANY, INC. 401(K) SAFE HARBOR PLAN, THE CARLSON COMPANY, INC.

THE CARLSON COMPANY, INC.EIN 48-0588571Plan #001PY 2025

9800 W YORK ST - WICHITA, KS 672158933316-744-0481LinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+6.8% from 2024

Total participants

-2.4% from 2024

Average account balance

$96,512

+9.5% from 2024

Annual return

12.62%

-0.77 pp from 2024

Benchmarks

See 9,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort9,879 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9693

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$388K

$13847 / participant

Other / not subdivided$388K100.0%

% of EOY assets

10.043%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,512

$95,453+1.1%

$112,040-13.9%

$82,448+17.1%

Participation rate

100.0%

72.8%+27.2pp

76.5%+23.5pp

68.1%+31.9pp

Annual return

12.62%

23.92%-11.3pp

24.52%-11.9pp

41.64%-29.0pp

Employer contribution / active EE

$2,434

$2,318+5.0%

$2,954-17.6%

$2,551-4.6%

Participant deferral / active EE

$3,852

$4,224-8.8%

$5,098-24.4%

$4,139-6.9%

Admin fee / account holder

$9,693

$9,013+7.5%

$12,098-19.9%

$7,234+34.0%

THE CARLSON COMPANY, INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CARLSON COMPANY, INC. 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion