CARLSON 401(K) SAVINGS PLAN
Plan Contact
- Address: 701 CARLSON WAY, SUITE 1500,MINNETONKA,MN
- Contact person: BRADLEY HALL
- Phone: (763) 762-2222
Plan General Information
CARLSON 401(K) SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARLSON 401(K) SAVINGS PLAN is $63,884,243.00.This plan was established in 2021.
CARLSON 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARLSON 401(K) SAVINGS PLAN is 418
CARLSON 401(K) SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARLSON 401(K) SAVINGS PLAN is $152,833.00
CARLSON 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARLSON 401(K) SAVINGS PLAN is $4,283.00.
CARLSON 401(K) SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CARLSON 401(K) SAVINGS PLAN is approximately $1,095.00
Investing in this additonal $1,095.00 for 20 years would give you extra $70,096.00, assuming a 10% annual return.
Investing in this additonal $1,095.00 for 20 years would give you extra $70,096.00, assuming a 10% annual return.
CARLSON 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, CARLSON 401(K) SAVINGS PLAN allocates $457,817.00 to match its employees' contributions, providing an employer match rate of 40.87% of their contributions
CARLSON 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARLSON 401(K) SAVINGS PLAN is 10.92%.
CARLSON 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARLSON 401(K) SAVINGS PLAN is 19.05%. This measures the effectiveness of the plan participants' investments in the year.
CARLSON 401(K) SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CARLSON 401(K) SAVINGS PLAN is 0.06%.
Enrollment Features
CARLSON 401(K) SAVINGS PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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