Original filing (PDF)20250717164415NAL0000987872001

CARPENTER & ASSOCIATES FINANCIAL ADVISORY SERVICES

Name: CARPENTER & ASSOCIATES FINANCIAL ADVISORY SERVICES — CARPENTER & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: CARPENTER & ASSOCIATES FINANCIAL ADVISORY SERVICES

Form 5500-SF

FILING_RECEIVED

CARPENTER & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$594

Net assets (EOY)

$594

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CARPENTER & ASSOCIATES FINANCIAL ADVISORY SERVICES

EIN

20-3979466all filings

Address

92 N COURT ST #101 · ATHENS, OH · 45701

Phone

(740) 592-2825

Industry

Finance & Insurancesee all

Plan administrator