# Carpenter Industries INC. 401(k) Plan
Source: https://planprovider.pro/companies/carpenter-industries-inc-401k-plan

> Carpenter Industries INC.'s 401(k) plan: 142 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Carpenter Industries INC.

- **Sponsor EIN:** 020736840

- **Sponsor Address:** 21 CARPENTER COURT NW, CONCORD, NC, 28027

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

- **Total Participants:** 142

- **Total Assets:** $10.2M

## 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.|

| 2025|142|$10.2M|$0|$0|

| 2024|136|$8.8M|$0|$0|

| 2023|133|$7.7M|$0|$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|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — 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|

| 2025|$10,746|$5,891|$4,855|—|—|

| 2024|$5,277|$4,785|$492|—|—|

| 2023|$4,586|$4,169|$417|—|—|

## Similar Plans

- [Dill Air Products LLC](https://planprovider.pro/companies/dill-air-products-llc-401k-plan) — 146 participants

- [Cataler North America Corporation](https://planprovider.pro/companies/cataler-north-america-corporation-401k-plan) — 132 participants

- [Indian Head Industries, INC.](https://planprovider.pro/companies/indian-head-industries-inc-401k-plan) — 125 participants

- [Xceldyne, LLC](https://planprovider.pro/companies/xceldyne-llc-401k-plan) — 97 participants

- [Indian Head Industries INC](https://planprovider.pro/companies/indian-head-industries-inc-plan-001) — 66 participants

- [Indian Head Industries INC](https://planprovider.pro/companies/indian-head-industries-inc-plan-006) — 50 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpenter-industries-inc-401k-plan)

© 2026 PlanProvider.Pro