# Carpenter Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carpenter-financial-group-inc-plan-007

> Carpenter Financial Group, INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Carpenter Financial Group, INC.

- **Sponsor EIN:** 061536689

- **Sponsor Address:** 18 PONDSIDE LN, WEST SIMSBURY, CT, 060922422

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $1.0M

## 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|3|$1.0M|$0|$0|

| 2024|3|$1.0M|$0|$0|

| 2023|3|$957,217|$0|$0|

| 2022|3|$909,119|$0|$0|

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