Plan Snapshot
- Plan Sponsor: Carpenter Co.
- Sponsor EIN: 540499731
- Sponsor Address: 5016 MONUMENT AVE, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 2,974
- Total Assets: $118.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,974 | $118.7M | $0 | $11.1M |
| 2023 | 2,744 | $104.3M | $0 | $10.2M |
| 2022 | 2,675 | $89.0M | $0 | $9.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $234,290 | $43,231 | $148,441 | — | — |
| 2023 | $239,100 | — | $206,977 | — | — |
| 2022 | $250,656 | $207,674 | — | — | — |