Carlson 401(k) Savings Plan
Carlson, Inc., Minnetonka MN. Employer ID 411626624, plan number 002. Annual reports on file for 2021 to 2025.
Where the money went
Plans that moved money into this one:
- 2021: money from Cwt 401(k) Plan moved in.
- 2022: money from Cwt 401(k) Plan moved in.
- Filed 2021-2025Carlson 401(k) Savings Plan, Carlson, Inc.
- TodayCarlson 401(k) Savings 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.
Events in the filings
No unusual events.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2021 | 426 | 330 | Filing |
| 2022 | 418 | 310 | Filing |
| 2023 | 395 | 289 | Filing |
| 2024 | 395 | 279 | Filing |
| 2025 | 329 | 216 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.