How big is A Concord Carpenter LLC's plan?

A Concord Carpenter LLC's plan reported $897K in assets and 4 participants for 2024.

Original filing (PDF)20251006205109NAL0009977090001

A Concord Carpenter LLC

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

Form 5500-SF

FILING_RECEIVED

A Concord Carpenter LLC Cash Balance Plan

Defined-benefit pension plan · A Concord Carpenter LLC's A Concord Carpenter LLC Cash Balance Plan held $897K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

People on this filing

Shelby Pierce signed A Concord Carpenter LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

A Concord Carpenter LLC's EIN is 35-2607744.

EIN 35-2607744

Plan number 002

Plan year 2024

ACK ID 20251006205109NAL0009977090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

A Concord Carpenter LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score