# Carlson Asset Management INC 401(k) Plan
Source: https://planprovider.pro/companies/carlson-asset-management-inc-401k-plan

> Carlson Asset Management INC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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