Retirement plan

CARPENTER HALL LLC 401(K) PLAN

Name: CARPENTER HALL LLC - CARPENTER HALL LLC 401(K) PLAN (2025) Form 5500
Creator: CARPENTER HALL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARPENTER HALL LLC 401(K) PLAN, CARPENTER HALL LLC

CARPENTER HALL LLCEIN 87-3697630Plan #001PY 2025

222 JEFFERSON BOULEVARD, SUITE 220 - WARWICK, RI 02888650-208-6729

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$270K

+136.3% from 2024

Total participants

+118.2% from 2024

Average account balance

$11,237

+8.3% from 2024

Annual return

22.75%

-7.60 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$270K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$11K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$14

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$331

$14 / participant

Other / not subdivided$331100.0%

% of EOY assets

0.123%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,237

$97,125-88.4%

$86,233-87.0%

$137,256-91.8%

Participation rate

100.0%

74.2%+25.8pp

69.0%+31.0pp

80.0%+20.0pp

Annual return

22.75%

74.19%-51.4pp

61.39%-38.6pp

220.34%-197.6pp

Employer contribution / active EE

$2,151

$2,841-24.3%

$2,504-14.1%

$4,156-48.3%

Participant deferral / active EE

$3,498

$5,180-32.5%

$4,559-23.3%

$6,407-45.4%

Admin fee / account holder

$14

$9,725-99.9%

$8,342-99.8%

$12,270-99.9%

CARPENTER HALL LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARPENTER HALL LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion