How big is Carpentier, Mitchell Goddard & Co. LLC's plan?

Carpentier, Mitchell Goddard & Co. LLC's plan reported $7.6M in assets and 34 participants for 2024.

Original filing (PDF)20250822181749NAL0002703123001

Carpentier, Mitchell Goddard & Co. LLC

Name: Carpentier, Mitchell Goddard & Co. LLC — Form 5500 Plan 001 (2024)
Creator: Carpentier, Mitchell Goddard & Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpentier, Mitchell, Goddard & Co. 401(k) PS Plan

401(k) retirement plan · Carpentier, Mitchell Goddard & Co. LLC's Carpentier, Mitchell, Goddard & Co. 401(k) PS Plan held $7.6M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Carpentier, Mitchell Goddard & Co. LLC's EIN is 36-2662809.

EIN 36-2662809

Plan number 001

Plan year 2024

ACK ID 20250822181749NAL0002703123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpentier, Mitchell Goddard & Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpentier, Mitchell Goddard & Co. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARPENTIER, MITCHELL GODDARD & CO. 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