# Carlisle Etcetera LLC 401(k) Plan
Source: https://planprovider.pro/companies/carlisle-etcetera-llc-401k-plan

> Carlisle Etcetera LLC's 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlisle Etcetera LLC

- **Sponsor EIN:** 455022305

- **Sponsor Address:** 1200 INDEPENDENCE WAY, WESTMINSTER, MD, 21157

- **Plan Type:** 401(k)

- **Total Participants:** 42

- **Total Assets:** $6.8M

## 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

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

| 2024|42|$6.8M|$1,226|$190,703|

| 2023|65|$6.6M|$0|$275,852|

| 2022|62|$6.0M|$0|$258,731|

## 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|

| DORFMAN ABRAMS MUSIC LLC|Auditor|$18,000|—|$18,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,000

- **Estimated Expense Ratio:** 0.265% 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|$35,792|$17,779|—|$18,000|—|

| 2023|$12,982|$12,982|—|—|—|

| 2022|$17,125|$741|—|—|—|

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