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Carlson Asset Management Inc: who to call about your old retirement account

Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust. NORTH OAKS, MN. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Carlson Asset Management IncHas also filed as Bruce E Carlson & Associates L
Address on file: 400 Village Center Dr · North Oaks, MN · 55127
Industry: Finance & Insurance
Plan: Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust401(k) plan
When: Start date on the filing: 2011 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2025Has filed since 2011
Size: 4 people in the plan, about $1.4 million in total

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

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401kHunter is not affiliated with, endorsed by, or connected to CARLSON ASSET MANAGEMENT INC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.