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)
- Total Participants: 193
- Total Assets: $9.8M
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. |
|---|---|---|---|---|
| 2024 | 193 | $9.8M | $187,048 | $398,696 |
| 2023 | 261 | $8.5M | $152,900 | $382,553 |
| 2022 | 196 | $6.8M | $122,335 | $337,295 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,009,090 | — | $55,923 | — | — |
| 2023 | $359,227 | — | $42,214 | — | — |
| 2022 | $45,460 | — | — | — | — |