About LB Carlson, LLP
<p>Founded in 1974, LB Carlson, LLP is a CPA and business consulting firm based in Minneapolis in the Twin Cities metro area. The firm works with organizations that want clear financial reporting and practical guidance that goes beyond year-end tax filings.</p> <p>LB Carlson provides accounting and assurance services, including assurance & attest work that supports financial statement needs and internal reporting. For retirement plan sponsors looking for help with plan-related financial requirements, the firm fits within the broader network of <a href="/retirement-plans">retirement plan providers</a> and <a href="/auditors/401k">401(k) auditors</a>.</p> <p>Clients also use the firm for business planning, management consulting, and tax services. LB Carlson’s industry experience spans manufacturing, real estate, construction, and nonprofit organizations, which helps when the accounting issues depend on how a business operates day to day.</p> <p>What sets LB Carlson apart is its mix of traditional CPA services with hands-on business planning and management consulting under one roof.</p> <ul> <li>Accounting services</li> <li>Assurance & attest</li> <li>Business planning</li> <li>Management consulting</li> <li>Tax services</li> </ul>
Website: https://www.lbcarlson.com/
Founded: 1974
Office Locations
- Minneapolis, MN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 26
- Total AUM Audited: $631.2M
- 401(k): 26 plans, $631.2M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TLC RETIREMENT SAVINGS PLAN | TRANSPORT LABOR CONTRACT/ LEASING, INC., FL | $98M | 4,757 |
| THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | THE BERNICK COMPANIES, MN | $64M | 668 |
| ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ADVANCED PROCESS TECHNOLOGIES, INC., MN | $61M | 116 |
| THE RFA GROUP RETIREMENT SAVINGS PLAN | THE RFA GROUP, INC., MN | $40M | 500 |
| NINA HALE EMPLOYEE STOCK OWNERSHIP PLAN | COLLECTIVE MEASURES, INC., MN | $34M | 102 |
| 401(k) Retirement Plan | Healthcare Sponsor, MN | $29M | 177 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MN | $28M | 149 |
| 401(k) Retirement Plan | Professional Services Sponsor, MN | $26M | 151 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $25M | 199 |
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