How big is E. Rhodes and Leona B. Carpenter Foundation's plan?

E. Rhodes and Leona B. Carpenter Foundation's plan reported $10.6M in assets and 6 participants for 2024.

Original filing (PDF)20250730142533NAL0006874016001

E. Rhodes and Leona B. Carpenter Foundation

Name: E. Rhodes and Leona B. Carpenter Foundation — Form 5500 Plan 001 (2024)
Creator: E. Rhodes and Leona B. Carpenter Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter Foundation Defined Contribution Retirement Plan

403(b) retirement plan · E. Rhodes and Leona B. Carpenter Foundation's Carpenter Foundation Defined Contribution Retirement Plan held $10.6M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Diane Collins signed E. Rhodes and Leona B. Carpenter Foundation's 2024 Form 5500 as plan administrator.

Diane Collins — 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

E. Rhodes and Leona B. Carpenter Foundation's EIN is 51-0155772.

EIN 51-0155772

Plan number 001

Plan year 2024

ACK ID 20250730142533NAL0006874016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E. Rhodes and Leona B. Carpenter Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E. Rhodes and Leona B. Carpenter Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E. RHODES AND LEONA B. CARPENTER FOUNDATION.

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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

Knocking points off