Carlson, Inc. 401(k) plans
2 retirement plans filed by Carlson, Inc. from 2017 to 2025: 1 still files and 1 moved its money into another plan. Its plans still hold money for 216 people who left (2025 reports).
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Its plans
Carlson 401(k) Savings Plan
401(k) · filed 2021 to 2025 · up to 426 people · employer ID 41-1626624, plan 002 · 216 who left still in the plan (2025)
Still files every year.
Records then: Schwab Retirement Plan Services,inc, per the 2025 report.
Carlson 401(k) Plan
401(k) · filed in 2017 · up to 0 people · employer ID 41-1626624, plan 001
In 2017, its money moved into the Cwt 401(k) Plan.
Records then: Wells Fargo Bank, N.A., per the 2017 report.
Questions
What happened to Carlson, Inc.'s older plans?
The Carlson 401(k) Plan: In 2017, its money moved into the Cwt 401(k) Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Carlson, Inc. have?
Its filings show 401(k) plans, filed 2017 to 2025.
Sources: 6 annual reports filed with the U.S. Department of Labor (Form 5500), 2017 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 41-1626624. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Carlson, Inc. or the government.