# Carpenter Co. DC Plan
Source: https://planprovider.pro/companies/carpenter-co-plan

> Carpenter Co.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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