Carlisle Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Carlisle Associates, INC.
  • Sponsor EIN: 570645298
  • Sponsor Address: 1015 GERVAIS STREET, COLUMBIA, SC, 29201
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$3.1M$55,389$136,596
202315$3.2M$56,670$130,311
202216$3.0M$108,633$129,976

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