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Carlson 401(k) Plan

Carlson, Inc., Minnetonka MN. Employer ID 411626624, plan number 001. Annual reports on file for 2017 to 2017.

Where the money went

Plans that moved money into this one:

  1. Filed 2017-2017Carlson 401(k) Plan, Carlson, Inc.
  2. 2017Assets transferred to Cwt 401(k) Plan
  3. TodayCwt 401(k) Plan still files. Schwab Retirement Plan Services,inc keeps the records. That is where to ask.

Records are kept by Schwab Retirement Plan Services,inc, per the 2025 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

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Events in the filings

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201700Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.