# Carlson Testing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlson-testing-inc-401k-plan

> Carlson Testing, INC.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlson Testing, INC.

- **Sponsor EIN:** 930658577

- **Sponsor Address:** PO BOX 230997, TIGARD, OR, 97281

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $7.4M

## 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|95|$7.4M|$125,360|$406,988|

| 2023|98|$6.0M|$124,999|$369,617|

| 2022|93|$4.5M|$125,000|$316,057|

## 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|

| CPI QUALIFIED PLAN CONSULTANTS, INC|NONE|$6,265|—|$6,265|

| ADAMSBROWN, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — NONE

- [ADAMSBROWN, LLC](https://planprovider.pro/provider/adamsbrown-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,265

- **Estimated Expense Ratio:** 0.085% of plan assets

### 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|$6,265|—|$3,050|—|—|

| 2023|$3,880|—|$3,880|—|—|

| 2022|$2,900|—|$2,900|—|—|

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