# Carpenter Technology Corporation 401(k) Plan
Source: https://planprovider.pro/companies/carpenter-technology-corporation-401k-plan-020

> Carpenter Technology Corporation's 401(k) plan: 3,773 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carpenter Technology Corporation

- **Sponsor EIN:** 230458500

- **Sponsor Address:** P.O. BOX 14662, READING, PA, 196124662

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

- **Total Participants:** 3,773

- **Total Assets:** $885.4M

## 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|3,773|$885.4M|$28.4M|$33.7M|

| 2023|3,804|$778.1M|$26.8M|$31.6M|

| 2022|3,357|$654.4M|$22.8M|$27.0M|

## 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|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — 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|$800,049|$533,937|—|—|—|

| 2023|$816,938|$452,986|—|—|—|

| 2022|$779,000|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpenter-technology-corporation-401k-plan-020)

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