How big is Carpenter & Lewis PLLC's plan?

Carpenter & Lewis PLLC's plan reported $529K in assets and 6 participants for 2024.

Original filing (PDF)20250613122447NAL0015663315001

Carpenter & Lewis PLLC

Name: Carpenter & Lewis PLLC — Carpenter & Lewis PLLC, Form 5500 (2024)
Creator: Carpenter & Lewis PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter & Lewis PLLC 401(k) Plan

401(k) retirement plan · Carpenter & Lewis PLLC's Carpenter & Lewis PLLC 401(k) Plan held $529K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

People on this filing

Stephen Carpenter signed Carpenter & Lewis PLLC's 2024 Form 5500 as plan administrator.

Stephen Carpenter — 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 & Lewis PLLC's EIN is 30-0015906.

EIN 30-0015906

Plan number 001

Plan year 2024

ACK ID 20250613122447NAL0015663315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter & Lewis PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, 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 & LEWIS PLLC.

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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