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Department of Labor filing

THE CARLSON LAW FIRM, P.C.

THE CARLSON LAW FIRM, P.C. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$3,060

Reported employer contributions per active participant.

Higher than about 49% of comparable plans
#People in the filing
140

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$41 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans
↗Investment performance
Not available

Plan assets changed 19.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions49th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense82nd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE CARLSON LAW FIRM, P.C. reported $428,382 in employer contributions across the plan and 140 active participants. That works out to $3,060 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 39.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$428,382
Participant contributions
$761,429
Other contributions
$107,087
Employer share of reported contributions
36.0%
Beginning assets
$12,350,346
Ending assets
$14,762,349
Ending net assets
$14,762,349
Ending liabilities
$0
Total income
$3,114,941
Total expenses
$702,938
Administrative expenses
$7,135
Participant loans
$81,380

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,794
2023
$2,899
2024
$3,060
Plan-paid administrative expenses per participant
2022
$29
2023
$31
2024
$41
Active participants
2022
128
2023
126
2024
140
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,06014014.8M20251010055557NAL0007705745001
2023$2,89912612.4M20240919163403NAL0010932320001
2022$2,7941289.6M20230907073108NAL0014924513001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
742216949-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2002
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251010055557NAL0007705745001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗