AUMdb

Carpenter Industries Inc. 401 K Plan

Sponsored by Carpenter Industries Inc. · EIN 020736840 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
142
With balances
132

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rt Jones Capital Equities Mgmt Inc Investment advisory (participants), Investment advisory (plan), Investment management $5,891
American United Life Insurance Co Participant loan processing, Direct payment from the plan, Insurance mortality and expense $1,780