CARLSON 401(K) SAVINGS PLAN

At the end of 2022, the total retirement plan assets of CARLSON 401(K) SAVINGS PLAN is $57,596,172.This plan was established in 2021.

At the end of 2022, the total number of retirement plan participants in CARLSON 401(K) SAVINGS PLAN is 426

In 2022, the average participant retirement account value for CARLSON 401(K) SAVINGS PLAN is $135,202

In 2022, the estimated average employee contribution amount per participant for CARLSON 401(K) SAVINGS PLAN is $3,830

In 2022, the estimated average employer match for an employee in CARLSON 401(K) SAVINGS PLAN is approximately $756

In 2022, CARLSON 401(K) SAVINGS PLAN allocates $322,262 to match its employees’ contributions, providing an employer match rate of 31.69% of their contributions

In 2022, the total retirement plan asset growth rate of CARLSON 401(K) SAVINGS PLAN is -20.30%

In 2022, the estimated aggregate retirement account investment gain/loss for CARLSON 401(K) SAVINGS PLAN is -14.17%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, 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.