How big is Todd Shields Carpenter's plan?

Todd Shields Carpenter's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250722115402NAL0002320241001

Todd Shields Carpenter

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

Form 5500-SF

FILING_RECEIVED

Todd Shields Carpenter and Builder 401(k) Profit Sharing Plan

401(k) retirement plan · Todd Shields Carpenter's Todd Shields Carpenter and Builder 401(k) Profit Sharing Plan held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Todd Shields signed Todd Shields Carpenter's 2024 Form 5500 as plan administrator.

Todd Shields — 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

Todd Shields Carpenter's EIN is 14-1781548.

EIN 14-1781548

Plan number 001

Plan year 2024

ACK ID 20250722115402NAL0002320241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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