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Original filing (PDF)20251013163419NAL0003581282001
CARPENTER TECHNOLOGY CORPORATION
Form 5500
FILING_RECEIVED
GENERAL RETIREMENT PLAN FOR EMPLOYEES OF CARPENTER TECHNOLOGY CORPORATION
Defined-benefit pension plan
Signals · 2
43% in single holding7 service providers
Active participants
845
Accounts w/ balance
—
Plan assets (EOY)
$431.5M
Net assets (EOY)
$431.4M
How this plan invests
This plan
9 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "WTW GROUP TRUST DIVERSIFIED EQUITY FUND" is 43% of plan.
- 29 bps in Schedule C fees — 185% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARPENTER TECHNOLOGY CORPORATION.
Plan sponsor
Name
CARPENTER TECHNOLOGY CORPORATION
EIN
23-0458500
Address
101 W. BERN STREET · READING, PA · 19601
Phone
(610) 208-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | RECORD KEEPER | $287K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK CAPITAL MANAGEMENT, INC. | 13-3806691 | — | INVESTMENT MANAGER | $49K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $200K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC | 25-1408703 | — | PLAN AUDITOR | $29K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PHILADELPHIA, PA | PLAN ACTUARY | $637K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPS COMMUNICATION | — | LANSDALE, PA | NONE | $21K | — |
| INDEPENDENT INSURANCE ANALYSTS LLC | 13-4206965 | — | NONE | $8K | — |
Investments
2 direct securities · 9 pooled funds· $393.2M(91% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$384.8M
9 holdings
Uncategorized
$8.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTW GRP TST DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $142.9M | $166.2M | 38.5% | |
| WTW GROUP TRUST REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $96.0M | $103.3M | 23.9% | |
| WTW GRP TST DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $48.2M | $55.3M | 12.8% | |
| TRS US 25+ YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $66.7M | $16.4M | 3.8% | |
| TRS US 10 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $25.9M | $12.7M | 2.9% | |
| TRS US 15 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $30.6M | $11.3M | 2.6% | |
| TRS US 20 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $26.5M | $8.3M | 1.9% | |
| TRS US 5 YR KEY RATE DUR NL FUND BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $8.1M | $7.1M | 1.7% | |
| BLACKROCK T-FUND INST SHARES FUND 30 | — | — | $4.3M | $4.3M | 1.0% | |
| STATE STREET LONG U.S. GOV'T BOND INDEX NL FUND | — | — | $5.5M | $4.1M | 1.0% | |
| STATE ST LNG US GOVT BD IND NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $4.1M | 1.0% |