What public Form 5500 filings show about the Carpenter, Claydon Advisors, Inc. 401(k) plan — and how to find and check your own account.
Carpenter, Claydon Advisors, Inc. (EIN 80-0024967) reports CARPENTER, CLAYDON ADVISORS, INC. RETIREMENT PLAN on its most recent Form 5500, with $666K in plan assets across 3 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, Claydon Advisors, Inc. filing — schedules, fees, and providers.
Carpenter, Claydon Advisors, Inc.’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, Claydon Advisors, Inc.HR for the recordkeeper’s name and login.
