Carpenter Advisory Companies

Carpenter Morse Group has been delivering administrative support services for small to midsize businesses for over 50 years, specializing in retirement plan design, implementation, and compliance. Their range of services includes contributions planning, government reporting, and audit assistance, ensuring a high level of client engagement and satisfaction. With a focus on personalized service, Carpenter Morse Group has cultivated strong relationships with CPA firms, Retirement Plan Attorneys, and Financial Advisors, resulting in a remarkable 98% client retention rate. Their dedicated team provides in-depth consultations and reliable support for various retirement plan types, making them a trusted partner for their clients' fiduciary responsibilities. Generated from the website

Carpenter Morse Group is a highly experienced and reliable administrative support service provider for small to midsize businesses, specializing in retirement plan design and implementation. With over 50 years of industry expertise, they offer a wide range of plan types, including profit sharing plans, 401(k) plans, and traditional defined benefit plans, ensuring personalized and compliant solutions for their clients. Known for their exceptional client service, Carpenter Morse Group's dedicated Plan Compliance Consultants provide comprehensive support, from eligibility and contribution calculations to required distributions and non-discrimination testing. Their commitment to excellence has earned them long-standing relationships with CPA firms, Retirement Plan Attorneys, and Financial Advisors, making them a trusted choice in the industry.Generated from the website

Penta Mezzanine Fund is a private investment firm specializing in providing customized growth capital solutions ranging from $2 million to $15 million. The firm focuses on profitable lower middle-market companies across the nation. With a commitment to tailored financing, Penta Mezzanine Fund aims to support the growth and development of its portfolio companies. Their investment criteria are designed to identify opportunities that align with their strategic vision for sustainable growth. Generated from the website