Plan Snapshot
- Plan Sponsor: Carlson Asset Management INC
- Sponsor EIN: 200406391
- Sponsor Address: 400 VILLAGE CENTER DR, NORTH OAKS, MN, 551277848
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.3M | $14,917 | $42,136 |
| 2023 | 4 | $1.0M | $16,395 | $48,186 |
| 2022 | 4 | $822,014 | $12,225 | $44,643 |