AUMdb

D/T Carson Enterprises Employee Stock Ownership Plan

Sponsored by Carson Capital Corp. · EIN 330660737 · Plan #002

Total assets
$11.1M
Net assets
$-5.2M
Active participants
331
With balances
318

Plan year beginning 04/01/2024 · Stock bonus

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.

Filing history

Plan year Assets Participants Source
04/01/2024 $11.1M 331 ack 20260115154507NAL0016559025001
04/01/2021 $1.4M 226 ack 20250115173006NAL0022002753001