Employers › Carpenter Technology › plan 020
Recordkeeping fees per participant · Carpenter Technology Corporation 401(k) Retirement · plan year 2024
$40.92
Higher than 38% of the 1,697 plans $250M to 1B that report it.
= $204,781 / 5,005
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923090920NAL0014373170001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090920NAL0014373170001, received 2025-09-23
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-23.
Administrative expenses excluding investment management, per participant
$53.17
Higher than 35% of the 2,324 plans $250M to 1B that report it.
= $266,112 / 5,005
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923090920NAL0014373170001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090920NAL0014373170001, received 2025-09-23
Administrative expenses per participant
$159.85
Higher than 83% of the 2,405 plans $250M to 1B that report it.
= $800,049 / 5,005
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090920NAL0014373170001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090920NAL0014373170001, received 2025-09-23
Administrative expenses as a share of assets
0.090%
Higher than 61% of the 2,407 plans $250M to 1B that report it.
= $800,049 / $885,360,148
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090920NAL0014373170001, received 2025-09-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923090920NAL0014373170001, received 2025-09-23
Employer contributions per participant
$5,669
Higher than 78% of the 2,457 plans $250M to 1B that report it.
= $28,375,599 / 5,005
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090920NAL0014373170001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090920NAL0014373170001, received 2025-09-23
Employer share of total contributions
43.8%
Higher than 83% of the 2,459 plans $250M to 1B that report it.
= $28,375,599 / $64,714,817
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090920NAL0014373170001, received 2025-09-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923090920NAL0014373170001, received 2025-09-23
9.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($159.85 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250923090920NAL0014373170001, received 2025-09-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CARPENTER TECHNOLOGY CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Plan name | CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Sponsor EIN / plan number | 23-0458500 / 020 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Sponsor location | READING, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Industry (business code) | 331110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Filing received | 2025-09-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Participants, beginning of year | 5,174 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Active participants | 3,773 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Participants, end of year | 5,079 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Participants with an account balance | 5,005 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total assets, beginning of year | $778,068,015 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total assets, end of year | $885,360,148 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Net assets, end of year | $885,360,148 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total income | $184,186,739 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Net income | $107,292,133 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Employer contributions | $28,375,599 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Participant contributions | $33,722,268 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Other contributions (incl. rollovers) | $2,616,950 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total contributions | $64,714,817 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Benefit payments | $76,094,557 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total expenses (incl. benefit payments) | $76,894,606 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Total administrative expenses | $800,049 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Recordkeeping fees | $204,781 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Investment advisory and management fees | $533,937 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Administrative expenses excluding investment management | $266,112 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Held in master trusts | $87,772,717 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Held in common/collective trusts | $451,261,990 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Held in mutual funds | $328,632,208 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250923090920NAL0014373170001, received 2025-09-23 |
| Independent auditor | SCHNEIDER DOWNS & CO., INC. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250923090920NAL0014373170001, received 2025-09-23 |
Position = column in the DOL layout for form year 2024. Filing 20250923090920NAL0014373170001, received 2025-09-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $525,047 | no |
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 51 Investment management fees paid directly by plan; 52 Investment management fees paid indirectly by plan; 99 Other fees | $308,490 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250923090920NAL0014373170001, received 2025-09-23.
CARPENTER TECHNOLOGY CORP MASTER TR (EIN 230458500, PN 026): plan interest $87,772,717, 96.6% of the trust. The trust's own filing (20250923090310NAL0006614304001, received 2025-09-23) reports net assets $90,883,090, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $778,068,015 | $885,360,148 | 13.8% |
| Participants with a balance | 5,101 | 5,005 | -1.9% |
| Administrative expenses | $816,938 | $800,049 | -2.1% |
| Recordkeeping fees per participant | $52.05 | $40.92 | -21.4% |
| Employer contributions | $26,798,661 | $28,375,599 | 5.9% |
Prior filing 20241010122736NAL0034025520001, received 2024-10-10; the plan years are contiguous.