How big is Carpenter Capital, L.C.'s plan?

Carpenter Capital, L.C.'s plan reported $4.8M in assets and 19 participants for 2024.

Original filing (PDF)20250729122718NAL0007463634001

Carpenter Capital, L.C.

Name: Carpenter Capital, L.C. — Carpenter Capital 401(k), Form 5500 (2024)
Creator: Carpenter Capital, L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter Capital 401(k) Plan

401(k) retirement plan · Carpenter Capital, L.C.'s Carpenter Capital 401(k) Plan held $4.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

John W Carpenter III signed Carpenter Capital, L.C.'s 2024 Form 5500 as plan administrator.

John W Carpenter III — 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

Carpenter Capital, L.C.'s EIN is 75-2592128.

EIN 75-2592128

Plan number 002

Plan year 2024

ACK ID 20250729122718NAL0007463634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter Capital, L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter Capital, L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score