How big is Carpenter & Lee Consulting DBA Top Consulting's plan?

Carpenter & Lee Consulting DBA Top Consulting's plan reported $5.0M in assets and 27 participants for 2024.

Original filing (PDF)20251013132905NAL0003002210001

Carpenter & Lee Consulting DBA Top Consulting

Name: Carpenter & Lee Consulting DBA Top Consulting — Form 5500 Plan 001 (2024)
Creator: Carpenter & Lee Consulting DBA Top Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Top Consulting 401(k) Plan

401(k) retirement plan · Carpenter & Lee Consulting DBA Top Consulting's Top Consulting 401(k) Plan held $5.0M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

CHIH Lee signed Carpenter & Lee Consulting DBA Top Consulting's 2024 Form 5500 as plan administrator.

CHIH Lee — 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 & Lee Consulting DBA Top Consulting's EIN is 26-0719514.

EIN 26-0719514

Plan number 001

Plan year 2024

ACK ID 20251013132905NAL0003002210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter & Lee Consulting DBA Top Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter & Lee Consulting DBA Top Consulting's plan includes 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 CARPENTER & LEE CONSULTING DBA TOP CONSULTING.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CARPENTER & LEE CONSULTING DBA TOP CONSULTING

EIN

all filings

Address

2783 MARTIN ROAD, SUITE 230 · DUBLIN, OH · 43017

Phone

(614) 766-8670

Industry

Professional & Technical Services

Plan administrator