# Carpenter Technology Corporation DB Plan
Source: https://planprovider.pro/companies/carpenter-technology-corporation-plan-010

> Carpenter Technology Corporation's DB plan: 845 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:** 845

- **Total Assets:** $431.5M

## 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|845|$431.5M|$55.2M|$0|

| 2023|903|$557.9M|$0|$0|

| 2022|941|$590.9M|$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|

| WILLIS TOWERS WATSON US LLC|PLAN ACTUARY|$637,376|—|$637,376|

| ALIGHT SOLUTIONS, LLC|RECORD KEEPER|$287,190|—|$287,190|

| JP MORGAN CHASE BANK, N.A.|TRUSTEE|$200,406|$13,281|$213,687|

| BLACKROCK CAPITAL MANAGEMENT, INC.|INVESTMENT MANAGER|$49,360|—|$49,360|

| SCHNEIDER DOWNS & CO., INC|PLAN AUDITOR|$28,833|—|$28,833|

| MPS COMMUNICATION|NONE|$20,641|—|$20,641|

| INDEPENDENT INSURANCE ANALYSTS LLC|NONE|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — RECORD KEEPER

- [JP MORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — TRUSTEE

- [SCHNEIDER DOWNS & CO., INC](https://planprovider.pro/provider/schneider-downs-and-co-inc) — PLAN AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,244,587

- **Estimated Expense Ratio:** 0.288% 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|$4,595,715|$462,156|—|$28,833|—|

| 2023|$4,689,772|$578,802|—|$29,750|—|

| 2022|$4,779,000|$259,000|—|—|$1,442,000|

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