Southern Carlson, Inc 401(k) Plan: Login, Facts & Contact Information
Southern Carlson, Inc 401(k) Login
243 former Southern Carlson, Inc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southern Carlson, Inc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $10.9 million went into the plan in contributions, $2.14 million of it from the employer (20%).
- $6.02 million was paid out to participants.
- Investment and other income added $8.90 million.
- Administrative expenses were $237,145, about $145 per account.
How the Southern Carlson, Inc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 880 | $25.7 million | $915,691 | $2.72 million |
| 2020 | 1,332 | $63.2 million | $638,302 | $4.67 million |
| 2021 | 1,411 | $72.7 million | $1.33 million | $5.40 million |
| 2022 | 1,422 | $63.8 million | $1.94 million | $5.30 million |
| 2023 | 1,626 | $79.6 million | $2.26 million | $5.15 million |
| 2024 | 1,863 | $93.1 million | $2.14 million | $6.02 million |
Southern Carlson, Inc 401(k) Contact Information
Questions about the Southern Carlson, Inc 401(k)
Does Southern Carlson, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.14 million, 20% of all contributions.
Does the Southern Carlson, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Southern Carlson, Inc 401(k) plan?
1,863 participants at the start of plan year 2024, 1,503 of them active employees, and 243 former employees who still had money in the plan.
What is the average 401(k) balance at Southern Carlson, Inc?
About $57,101 per account: $93.1 million in plan assets across 1,631 accounts with a balance at the end of plan year 2024.
Who manages the Southern Carlson, Inc 401(k) accounts?
T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southern Carlson, Inc. How do I access my 401(k)?
Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.