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Original filing (PDF)20250730142533NAL0006874016001
E. RHODES AND LEONA B. CARPENTER FOUNDATION
Form 5500-SF
FILING_RECEIVED
CARPENTER FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. RHODES AND LEONA B. CARPENTER FOUNDATION.
Plan sponsor
Name
E. RHODES AND LEONA B. CARPENTER FOUNDATION
EIN
51-0155772
Address
150 N. RADNOR-CHESTER ROAD STE A200 · RADNOR, PA · 19087
Phone
(215) 979-3223
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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