General Retirement Plan For Employees Of Carpenter Technology Corporation
Sponsored by Carpenter Technology Corporation · EIN 230458500 · Plan #010
- Total assets
- $432M
- Net assets
- $431M
- Active participants
- 845
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2024 |
| Blackrock Capital Management, Inc. CRD 108069 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Contract administrator, Consulting (pension) | $637,376 |
| Alight Solutions, Llc | Recordkeeping, Other services, Direct payment from the plan | $287,190 |
| Jp Morgan Chase Bank, N.A. | Trustee (institutional), Other services, Direct payment from the plan | $200,406 |
| Blackrock Capital Management, Inc. | Investment management, Investment management fees (direct) | $49,360 |
| Schneider Downs & Co., Inc | Accounting, Direct payment from the plan | $28,833 |
| Mps Communication | Other services, Direct payment from the plan | $20,641 |
| Independent Insurance Analysts Llc | Other services, Direct payment from the plan | $7,500 |