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Original filing (PDF)20250930111532NAL0005457811001
CARPENTER CO.
Form 5500
FILING_RECEIVED
CARPENTER CO. PROFIT-SHARING PLAN
Defined-contribution retirement plan
Signals · 1
87% in single holding
Active participants
2,274
Accounts w/ balance
2,539
Plan assets (EOY)
$348.4M
Net assets (EOY)
$348.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: BLACKROCK EQUITY INDEX FUND M (no filing on disk)]" is 87% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARPENTER CO..
Plan sponsor
Name
CARPENTER CO.
EIN
54-0499731
Address
HERBERT A. CLAIBORNE III · 5016 MONUMENT AVE · RICHMOND, VA · 232303620
Phone
(804) 359-0800
Industry
Manufacturingsee all
Plan administrator
Name
CARPENTER CO.
EIN
54-0499731
City
RICHMOND, VA
Phone
(804) 359-0800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA, N.A. | 94-1687665 | CHARLOTTE, NC | CUSTODIAN | $63K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIS BUSINESS SYSTEMS, LLC | 59-1086117 | CHICAGO, IL | RECORD KEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | SAN FRANCISCO, CA | INVESTMENT MANAGER | $0 | — |
Investments
2 pooled funds· $331.9M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3112180 / PN 789 | Common Collective Trust | — | — | $290.1M | 83.3% | |
| BLACKROCK US DEBT INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3112180 / PN 903 | Common Collective Trust | — | — | $41.9M | 12.0% |
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