Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARPENTER FINANCIAL, INC.
EIN 47-2087748financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 15 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#002
CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARPENTER FINANCIAL, INC. 401(K) PLAN
401k
Assets$924K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 7 | 2025 | |
| 001 | CARPENTER FINANCIAL, INC. 401(K) PLAN | 401k | $924K | 8 | 2025 |
Retirement plans