# Carpenter Technology Corporation DB Plan
Source: https://planprovider.pro/companies/carpenter-technology-corporation-plan-002

> Carpenter Technology Corporation's DB plan: 264 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:** 101 W. BERN STREET, READING, PA, 19601

- **Plan Type:** DB

- **Total Participants:** 264

- **Total Assets:** $79.3M

## 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.|

| 2024|264|$79.3M|$4.7M|$0|

| 2023|298|$81.5M|$9.9M|$0|

| 2022|336|$73.0M|$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|

| SCHNEIDER DOWNS & CO., INC.|Auditor|$24,233|—|$24,233|

### 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:** $24,233

- **Estimated Expense Ratio:** 0.031% of plan assets

### 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|$911,759|$75,079|—|$24,233|—|

| 2023|$921,762|$58,064|—|$29,300|—|

| 2022|$936,000|$66,000|—|—|$320,000|

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