How big is Carpenter& Schumacher, PC's plan?

Carpenter& Schumacher, PC's plan reported $3.7M in assets and 11 participants for 2024.

Original filing (PDF)20250623120215NAL0003705555001

Carpenter& Schumacher, PC

Name: Carpenter& Schumacher, PC — Carpenter & Schumacher, Form 5500 (2024)
Creator: Carpenter& Schumacher, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter & Schumacher, P.C. Retirement Trust

401(k) retirement plan · Carpenter& Schumacher, PC's Carpenter & Schumacher, P.C. Retirement Trust held $3.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Scott Carpenter signed Carpenter& Schumacher, PC's 2024 Form 5500 as plan administrator.

Scott Carpenter — 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& Schumacher, PC's EIN is 75-2853037.

EIN 75-2853037

Plan number 001

Plan year 2024

ACK ID 20250623120215NAL0003705555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter& Schumacher, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter& Schumacher, PC'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& SCHUMACHER, PC.

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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