How big is Carpenter Industries Inc.'s plan?

Carpenter Industries Inc.'s plan reported $10.2M in assets and 142 participants for 2024.

Original filing (PDF)20251106121910NAL0008630931001

Carpenter Industries Inc.

Name: Carpenter Industries Inc. — Carpenter Industries, Form 5500 (2024)
Creator: Carpenter Industries Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carpenter Industries Inc. 401(k) Plan

401(k) retirement plan · Carpenter Industries Inc.'s Carpenter Industries Inc. 401(k) Plan held $10.2M in plan assets for 142 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

29% in single holding

Active participants

142

Accounts w/ balance

132

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Debbie Blanton signed Carpenter Industries Inc.'s 2024 Form 5500 as plan administrator.

Debbie Blanton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carpenter Industries Inc.'s EIN is 02-0736840.

EIN 02-0736840

Plan number 001

Plan year 2024

ACK ID 20251106121910NAL0008630931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter Industries Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARPENTER INDUSTRIES INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

CARPENTER INDUSTRIES INC.

EIN

all filings

Address

21 CARPENTER COURT NW · CONCORD, NC · 28027

Phone

(704) 743-5110

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT JONES CAPITAL EQUITIES MGMT INC	20-1090152	—	NONE	$6K	—

Investments

42 direct securities · 1 pooled fund· $16.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$6.1M

1 holding

Pooled Separate Accounts

$5.9M

36 holdings

Stable Value

$3.9M

2 holdings

Other securities

$188K

3 holdings

Bonds / Notes

$137K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$6.1M	59.4%
AUL Fixed Account Guaranteed investment contract	Stable Value	—	—	$2.9M	28.8%
AUL Stable Value Account Guaranteed investment contract	Stable Value	—	—	$971K	9.5%
Vanguard 500 Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$914K	8.9%
Troweprice Eqty Inc I Pooled separate account	Pooled Separate Accounts	—	—	$906K	8.9%
Alger Capital Appreciation Z Pooled separate account	Pooled Separate Accounts	—	—	$837K	8.2%
Vanguard Mid Cap Growth Inv Pooled separate account	Pooled Separate Accounts	—	—	$542K	5.3%
Goldmansachs Lrg Cap GR Ins R6 Pooled separate account	Pooled Separate Accounts	—	—	$308K	3.0%
Nuveen Large Cap GR Idx R6 Pooled separate account	Pooled Separate Accounts	—	—	$216K	2.1%
Amerfds American Balanced R6 Pooled separate account	Pooled Separate Accounts	—	—	$207K	2.0%
AmCent One Choice 2040 R6 Pooled separate account	Pooled Separate Accounts	—	—	$181K	1.8%
Pioneer Bond K Pooled separate account	Pooled Separate Accounts	—	—	$153K	1.5%
Participant Loans Interest Rates (6.25%-9.50%)	Bonds / Notes	—	—	$137K	1.3%
Vanguard Midcap Growth Idx Adm Pooled separate account	Pooled Separate Accounts	—	—	$136K	1.3%
Lord Abbett Intl Opp R6 Pooled separate account 225 * Fidelity Intl Index Pooled separate account	Pooled Separate Accounts	—	—	$120K	1.2%
AmCent One Choice 2055 R6 Pooled separate account	Pooled Separate Accounts	—	—	$119K	1.2%
Vanguard Small Cap Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$117K	1.1%
Vanguard Mid Cap Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$116K	1.1%
Amercent Eqty Inc R6 Pooled separate account	Pooled Separate Accounts	—	—	$103K	1.0%
AmCent One Choice 2025 R6 Pooled separate account	Pooled Separate Accounts	—	—	$92K	0.9%
AMERICAN CENTURY AMCENT ONE CHOICE 2050 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$81K	0.8%
AmCent One Choice IN Retire R6 Pooled separate account	Pooled Separate Accounts	—	—	$78K	0.8%
Goldmansachs Midcap Val R6 Pooled separate account	Pooled Separate Accounts	—	—	$77K	0.8%
AmCent One Choice 2035 R6 Pooled separate account	Pooled Separate Accounts	—	—	$77K	0.8%
AmCent One Choice 2060 R6 Pooled separate account	Pooled Separate Accounts	—	—	$75K	0.7%
Jan Hen Balanced N Pooled separate account	Pooled Separate Accounts	—	—	$75K	0.7%
PRINCIPAL SMALLCAP VALUE II R6 MUTUAL FUND SHARES 0	Other securities	—	—	$69K	0.7%
MFS Mid Cap Value R6 Pooled separate account	Pooled Separate Accounts	—	—	$65K	0.6%
Putnam Large Cap Value R6 Pooled separate account	Pooled Separate Accounts	—	—	$64K	0.6%
MFS Technology R6 Pooled separate account	Pooled Separate Accounts	—	—	$62K	0.6%
AmCent One Choice 2045 R6 Pooled separate account	Pooled Separate Accounts	—	—	$59K	0.6%
Thornburg Ltd Term Inc R6 Pooled separate account	Pooled Separate Accounts	—	—	$49K	0.5%
Goldmansachs Money Mkt Gvt R6 Pooled separate account	Pooled Separate Accounts	—	—	$41K	0.4%
AMERICAN CENTURY AMCENT ONE CHOICE 2030 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$39K	0.4%
Jan Hen Flexible Bond N Pooled separate account	Pooled Separate Accounts	—	—	$23K	0.2%
AmCent One Choice 2065 R6 Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.2%
Amerfds Europac Grth R6 Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.2%
Invesco Smcap Grth R6 Pooled separate account	Pooled Separate Accounts	—	—	$10K	<0.1%
PIMCO Total Return Instl Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
Amercent Realestate R6 Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
Vanguard Int-Term Treasury Adm Pooled separate account	Pooled Separate Accounts	—	—	$5K	<0.1%
Dfa Global Eqty I Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Virtus Ceredex Lcv Eqty R6 Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%