Plan Snapshot
- Plan Sponsor: Carlson Distributing Company LLC
- Sponsor EIN: 870304450
- Sponsor Address: 2449 SOUTH 6755 WEST, WEST VALLEY CITY, UT, 84128
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 190
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 190 | $10.3M | $0 | $0 |
| 2024 | 193 | $9.8M | $187,048 | $398,696 |
| 2023 | 261 | $8.5M | $152,900 | $382,553 |
| 2022 | 196 | $6.8M | $122,335 | $337,295 |