AUMdb

A.W. Carlson Inc Money Purchase Plan

Sponsored by A.W. Carlson Co. Inc. · EIN 060757390 · Plan #001

Total assets
Net assets
Active participants
4
With balances
4

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.