G. O. Carlson, Inc. Employees 401(k) Plan
Sponsored by G. O. Carlson, Inc. · EIN 230457636 · Plan #003
- Total assets
- $20.9M
- Net assets
- $20.8M
- Active participants
- 257
- With balances
- 261
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focus Partners Wealth, Llc CRD 159289 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,907 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $11,969 |
| Focus Partners Wealth | Investment advisory (plan) | $11,839 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |