Carpenter Co. Profit Sharing Plan
Sponsored by Carpenter Co. · EIN 540499731 · Plan #001 · Richmond, VA
- Total assets
- $348M
- Net assets
- $348M
- Active participants
- 2,274
- With balances
- 2,539
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Fis Business Systems, Llc | Recordkeeping fees | $95,637 |
| Bank Of America, N.A. | Custodial (securities), Other fees | $62,930 |
| Blackrock Institutional Trust Co. | Investment management, Securities brokerage | $0 |