# The Carlson Law Firm, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/the-carlson-law-firm-p-c-401k-plan

> The Carlson Law Firm, P.C.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Carlson Law Firm, P.C.

- **Sponsor EIN:** 742216949

- **Sponsor Address:** 100 E CENTRAL TEXAS EXPY, KILLEEN, TX, 76541

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

- **Total Participants:** 140

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|140|$14.8M|$428,382|$761,429|

| 2023|126|$12.4M|$365,302|$731,635|

| 2022|128|$9.6M|$357,651|$605,551|

## 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|

| ADP, INC.|RECORD KEEPER|$7,176|—|$7,176|

| BAUER & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,176

- **Estimated Expense Ratio:** 0.049% 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|$7,135|$1,057|—|—|—|

| 2023|$5,025|—|—|—|—|

| 2022|$4,722|—|—|—|—|

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