How big is Carpenter, Rothans & Dumont LLP's plan?

Carpenter, Rothans & Dumont LLP's plan reported $5.7M in assets and 22 participants for 2024.

Original filing (PDF)20250710190644NAL0015687794001

Carpenter, Rothans & Dumont LLP

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

Form 5500-SF

FILING_RECEIVED

Carpenter, Rothans & Dumont LLP 401(k) Plan

401(k) retirement plan · Carpenter, Rothans & Dumont LLP's Carpenter, Rothans & Dumont LLP 401(k) Plan held $5.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

IAN Salisbury signed Carpenter, Rothans & Dumont LLP's 2024 Form 5500 as plan administrator.

IAN Salisbury — 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, Rothans & Dumont LLP's EIN is 95-4467855.

EIN 95-4467855

Plan number 001

Plan year 2024

ACK ID 20250710190644NAL0015687794001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter, Rothans & Dumont LLP'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, ROTHANS & DUMONT LLP.

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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