Original filing (PDF)20250813143122NAL0004918755001

CARPENTER & ASSOCIATES INSURING AGENCY LLC

Name: CARPENTER & ASSOCIATES INSURING AGENCY LLC — CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(K) PLAN, Form 5500 (2024)
Creator: CARPENTER & ASSOCIATES INSURING AGENCY LLC

Form 5500-SF

FILING_RECEIVED

CARPENTER & ASSOCIATES INSURING AGENCY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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 & ASSOCIATES INSURING AGENCY LLC.

Plan sponsor

Name

CARPENTER & ASSOCIATES INSURING AGENCY LLC

EIN

82-5274686all filings

Address

6250 STATE RT 9 · PO BOX 186 · CHESTERTOWN, NY · 12817

Phone

(518) 494-8713

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator