# Carillon, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carillon-inc-742070670-002

> Carillon, INC.'s 403(b) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carillon, INC.

- **Sponsor EIN:** 742070670

- **Sponsor Address:** 1717 B NORFOLK AVENUE, LUBBOCK, TX, 79416

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 247

- **Total Assets:** $979,368

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|247|$979,368|$31,333|$120,216|

| 2023|229|$1.1M|$44,131|$121,264|

| 2022|305|$1.1M|$41,794|$111,564|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$14,287|—|$14,287|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,287

- **Estimated Expense Ratio:** 1.459% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,616|—|$14,616|—|—|

| 2023|$16,487|—|$16,487|—|—|

| 2022|$8,593|—|$8,593|—|—|

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