Carpenter Co. Employee Savings & Investment Plan
Sponsored by Carpenter Co. · EIN 540499731 · Plan #002
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 2,974
- With balances
- 2,885
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $191,059 |
| Captrust Financial Partners, Llc | Consulting fees | $43,231 |