Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
CARPENTER FINANCIAL GROUP, INC.
EIN 06-1536689insuranceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST
401k
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST | 401k | $1.0M | 3 | 2025 | |
| 005 | CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2K | 3 | 2024 |
Retirement plans