How big is Carpenter, Claydon Advisors, Inc.'s plan?

Carpenter, Claydon Advisors, Inc.'s plan reported $666K in assets and 3 participants for 2025.

Original filing (PDF)20260226153602NAL0008065458001

Carpenter, Claydon Advisors, Inc.

Name: Carpenter, Claydon Advisors, Inc. — Carpenter, Form 5500 (2025)
Creator: Carpenter, Claydon Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter, Claydon Advisors, Inc. Retirement Plan

401(k) retirement plan · Carpenter, Claydon Advisors, Inc.'s Carpenter, Claydon Advisors, Inc. Retirement Plan held $666K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

Plan identifiers

Carpenter, Claydon Advisors, Inc.'s EIN is 80-0024967.

EIN 80-0024967

Plan number 001

Plan year 2025

ACK ID 20260226153602NAL0008065458001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carpenter, Claydon Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carpenter, Claydon Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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