How big is Carpenter's Home Estates, Inc.'s plan?

Carpenter's Home Estates, Inc.'s plan reported $2.2M in assets and 63 participants for 2024.

Original filing (PDF)20251013135307NAL0003130722004

Carpenter's Home Estates, Inc.

Name: Carpenter's Home Estates, Inc. — Carpenter's Home, Form 5500 (2024)
Creator: Carpenter's Home Estates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter's Home Estates 403(b) Plan

403(b) retirement plan · Carpenter's Home Estates, Inc.'s Carpenter's Home Estates 403(b) Plan held $2.2M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Carpenter's Home Estates, Inc.'s EIN is 59-2347336.

EIN 59-2347336

Plan number 001

Plan year 2024

ACK ID 20251013135307NAL0003130722004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter's Home Estates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter's Home Estates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Above-average plan

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