Original filing (PDF)20260311105554NAL0005085265001

CARPENTER MORSE GROUP

Name: CARPENTER MORSE GROUP — CARPENTER MORSE GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARPENTER MORSE GROUP

Form 5500-SF

FILING_RECEIVED

CARPENTER MORSE GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$760K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CARPENTER MORSE GROUP

EIN

59-2201638

Address

4300 W. LAKE MARY BLVD · SUITE 1010-401 · LAKE MARY, FL · 32746

Phone

(407) 420-2010

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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