Carpenters Services Administrative 401(k) match, vesting and fees
What Carpenters Services Administrative's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 535 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Carpenters Services Administrative: employer contribution per participant | $3,414 | |
| Peer median | $1,445 |
| Carpenters Services Administrative: average balance | $61,055 | |
| Peer median | $36,074 |
| Carpenters Services Administrative: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.4M at the end of plan year 2021 to $12.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 219 | $12.6M | $707K | $3,414 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 155 | $6.5M | $536K | $3,669 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 136 | $4.5M | $398K | $3,112 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 106 | $2.8M | $206K | $2,019 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 47 | $2.4M | $177K | $3,771 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Carpenters Services Administrative match 401(k) contributions?
The match terms for the Carpenters Services Administrative Corporation Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $707K in employer contributions, about $3,414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carpenters Services Administrative 401(k) match vested?
The vesting schedule for the Carpenters Services Administrative Corporation Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carpenters Services Administrative 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Carpenters Services Administrative Corporation.
I left Carpenters Services Administrative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carpenters Services Administrative Corporation, (213) 739-9454) or the recordkeeper, Fidelity Investments Institutional. The Carpenters Services Administrative old 401(k) page lists the contacts from every plan filing. Find an old Carpenters Services Administrative 401(k)
Data from the public Form 5500 annual reports Carpenters Services Administrative filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carpenters Services Administrative. Not financial advice. Report a correction · Methodology