Carlson Law Firm 401(k) match, vesting and fees
What Carlson Law Firm's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Bauer & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Carlson Law Firm: employer contribution per participant | $2,617 | |
| Peer median | $2,719 |
| Carlson Law Firm: average balance | $103,319 | |
| Peer median | $85,424 |
| Carlson Law Firm: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.3M at the end of plan year 2021 to $18M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 177 | $18M | $455K | $2,617 | 0.06% | Not published | Form 5500 ↗ |
| 2024 | 187 | $14.8M | $428K | $2,354 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 175 | $12.4M | $365K | $2,112 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 163 | $9.6M | $358K | $2,278 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 163 | $11.3M | $310K | $1,924 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Carlson Law Firm match 401(k) contributions?
The match terms for the The Carlson Law Firm, P.C. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $455K in employer contributions, about $2,617 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carlson Law Firm 401(k) match vested?
The vesting schedule for the The Carlson Law Firm, P.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carlson Law Firm 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is The Carlson Law Firm, P.C..
I left Carlson Law Firm. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Carlson Law Firm, P.C., (254) 526-5688) or the recordkeeper, ADP, Inc.. The Carlson Law Firm old 401(k) page lists the contacts from every plan filing. Find an old Carlson Law Firm 401(k)
Data from the public Form 5500 annual reports Carlson Law Firm filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carlson Law Firm. Not financial advice. Report a correction · Methodology