How big is Carpenter Lipps LLP's plan?

Carpenter Lipps LLP's plan reported $36.2M in assets and 50 participants for 2024.

Original filing (PDF)20250818141907NAL0002562242001

Carpenter Lipps LLP

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

Form 5500-SF

FILING_RECEIVED

Carpenter Lipps LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Carpenter Lipps LLP's Carpenter Lipps LLP 401(k) Profit Sharing Plan held $36.2M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36.2M

Net assets (EOY)

$36.2M

People on this filing

Tamara Farmer signed Carpenter Lipps LLP's 2024 Form 5500 as plan administrator.

Tamara Farmer — 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 Lipps LLP's EIN is 31-1401115.

EIN 31-1401115

Plan number 002

Plan year 2024

ACK ID 20250818141907NAL0002562242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter Lipps LLP's plan includes profit-sharing, 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 LIPPS LLP.

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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