How big is Carpenter Sievers LLC's plan?

Carpenter Sievers LLC's plan reported $8.8M in assets and 3 participants for 2024.

Original filing (PDF)20251014131413NAL0002999921001

Carpenter Sievers LLC

Name: Carpenter Sievers LLC — Carpenter Sievers LLC 401(k), Form 5500 (2024)
Creator: Carpenter Sievers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter Sievers LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carpenter Sievers LLC's Carpenter Sievers LLC 401(k) Profit Sharing Plan & Trust held $8.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

JEFF Sievers signed Carpenter Sievers LLC's 2024 Form 5500 as plan administrator.

JEFF Sievers — 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

Carpenter Sievers LLC's EIN is 26-0715560.

EIN 26-0715560

Plan number 001

Plan year 2024

ACK ID 20251014131413NAL0002999921001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter Sievers LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CARPENTER SIEVERS LLC

EIN

all filings

Address

1718 CAPITOL AVENUE · SACRAMENTO, CA · 95811

Phone

(916) 273-1080

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator