Plan Snapshot
- Plan Sponsor: Carpenter Co.
- Sponsor EIN: 540499731
- Sponsor Address: HERBERT A. CLAIBORNE III, RICHMOND, VA, 232303620
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,274 | $348.4M | $12.9M | $0 |
| 2023 | 2,152 | $299.3M | $11.9M | $0 |
| 2022 | 2,085 | $263.5M | $13.5M | $0 |
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 |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | INVESTMENT MANAGER | — | $102,946 | $102,946 |
| FIS BUSINESS SYSTEMS, LLC | RECORD KEEPER | $95,637 | — | $95,637 |
| BANK OF AMERICA, N.A. | CUSTODIAN | $62,930 | — | $62,930 |
| 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: $261,513
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 |
|---|---|---|---|---|---|
| 2025 | $41,608 | $17,233 | — | — | — |
| 2024 | $158,567 | $62,930 | — | — | — |
| 2023 | $145,259 | $53,886 | — | — | — |
| 2022 | $154,812 | $56,192 | — | — | $98,620 |