Susan Yoder signed The Carpenter Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Carpenter Group's EIN is 94-1167896.
Download the official 2024 Form 5500 (PDF) for The Carpenter Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Carpenter Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1.5M | 29.9% | |
| JPMORGAN EQUITY INCOME FUND R6 457 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $446K | 8.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $400K | 8.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $262K | 5.3% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $168K | 3.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $165K | 3.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $157K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADMRL 124 REGISTERED INVESTMENT COMPANY MFS TOTAL RETURN - R6 106 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $129K | 2.6% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $127K | 2.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $82K | 1.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $50K | 1.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $36K | 0.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $24K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 264 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $5K | <0.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K 349 REGISTERED INVESTMENT COMPANY NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $21 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
