What public Form 5500 filings show about the Carpenter Co. 401(k) plan — and how to find and check your own account.
Carpenter Co. (EIN 54-0499731) reports CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN on its most recent Form 5500, with $118.7M in plan assets across 2,974 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 Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carpenter Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLACKROCK INSTITUTIONAL TRUST CO, DELTA DENTAL OF VIRGINIA, ANTHEM LIFE INSURANCE, CAPTRUST FINANCIAL PARTNERS, FIS BUSINESS SYSTEMS, TRUESCRIPTS.
