How big is Thomas E. and EDNA D. Carpenter Foundation's plan?

Thomas E. and EDNA D. Carpenter Foundation's plan reported $1.1M in assets and 25 participants for 2024.

Original filing (PDF)20250709121031NAL0004753953001

Thomas E. and EDNA D. Carpenter Foundation

Name: Thomas E. and EDNA D. Carpenter Foundation — Form 5500 Plan 001 (2024)
Creator: Thomas E. and EDNA D. Carpenter Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas and EDNA Carpenter Foundation Retirement Plan

403(b) retirement plan · Thomas E. and EDNA D. Carpenter Foundation's Thomas and EDNA Carpenter Foundation Retirement Plan held $1.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jennifer Vieth signed Thomas E. and EDNA D. Carpenter Foundation's 2024 Form 5500 as plan administrator.

Jennifer Vieth — Plan Administrator — Form 5500 signer
Mary Jane Jallen — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Thomas E. and EDNA D. Carpenter Foundation's EIN is 23-7275337.

EIN 23-7275337

Plan number 001

Plan year 2024

ACK ID 20250709121031NAL0004753953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas E. and EDNA D. Carpenter Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas E. and EDNA D. Carpenter Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS E. AND EDNA D. CARPENTER FOUNDATION.

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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