Plan Snapshot
- Plan Sponsor: The Carpenter Group
- Sponsor EIN: 941167896
- Sponsor Address: 2380 MAIN STREET, SAN DIEGO, CA, 92113
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $5.0M
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 | 112 | $5.0M | $12,653 | $114,396 |
| 2023 | 104 | $11.2M | $120,000 | $0 |
| 2022 | 96 | $9.7M | $150,000 | $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 |
|---|---|---|---|---|
| REDWITZ INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ 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 | $85,763 | $1,609 | — | — | — |
| 2023 | $105,182 | $49,534 | — | $15,000 | — |
| 2022 | $122,845 | $52,825 | — | — | — |