Assets by plan
Share of aggregate retirement assets
89%top
Filings through .
Sponsor portfolio
Carpenter Sievers LLC
EIN 26-0715560Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 10 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#001
CARPENTER SIEVERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$10.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARPENTER GARCIA SIEVERS, LLC CASH BALANCE PLAN & TRUST
Cash balance
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARPENTER SIEVERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $10.2M | 6 | 2025 | |
| 003 | CARPENTER GARCIA SIEVERS, LLC CASH BALANCE PLAN & TRUST | Cash balance | $1.2M | 4 | 2025 |
Retirement plans