How big is James Carpenter Design Associates' plan?

James Carpenter Design Associates' plan reported $3.0M in assets and 2 participants for 2025.

Original filing (PDF)20260409133741NAL0012869232001

James Carpenter Design Associates

Name: James Carpenter Design Associates — James Carpenter, Form 5500 (2025)
Creator: James Carpenter Design Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Carpenter Design Associates, Inc. 401(k) Plan

401(k) retirement plan · James Carpenter Design Associates' James Carpenter Design Associates, Inc. 401(k) Plan held $3.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Enkela Malaj signed James Carpenter Design Associates' 2025 Form 5500 as plan administrator.

Enkela Malaj — 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

James Carpenter Design Associates' EIN is 13-2982168.

EIN 13-2982168

Plan number 001

Plan year 2025

ACK ID 20260409133741NAL0012869232001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Carpenter Design Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Carpenter Design Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JAMES CARPENTER DESIGN ASSOCIATES

EIN

all filings

Address

145 HUDSON ST · SUITE 400 · NEW YORK, NY · 10013

Phone

—

Industry

Professional & Technical Services

Plan administrator