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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k) Plan

What public Form 5500 filings show about the CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k) plan — and how to find and check your own account.

Plan assets
$230K
Participants
11
Plans on file
1

The CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k) on its latest Form 5500

CARPENTER & ASSOCIATES INSURING AGENCY LLC (EIN 82-5274686) reports CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(K) PLAN on its most recent Form 5500, with $230K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CARPENTER & ASSOCIATES INSURING AGENCY LLC filing — schedules, fees, and providers.

Who runs the CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k)?

CARPENTER & ASSOCIATES INSURING AGENCY LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CARPENTER & ASSOCIATES INSURING AGENCY LLCHR for the recordkeeper’s name and login.

How to check your CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CARPENTER & ASSOCIATES INSURING AGENCY LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CARPENTER & ASSOCIATES INSURING AGENCY LLC — all Form 5500 filings (EIN 82-5274686) · New York employer EIN lookup · Form 5500 search
CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(k) Plan — Form 5500