Plan Snapshot
- Plan Sponsor: Carlisle LLC
- Sponsor EIN: 621149118
- Sponsor Address: 1 DR. ML KING JR. AVE., MEMPHIS, TN, 38103
- Plan Type: 401(k)
- Total Participants: 2,424
- Total Assets: $13.6M
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 | 2,424 | $13.6M | $295,644 | $755,751 |
| 2023 | 1,757 | $12.9M | $254,502 | $718,199 |
| 2022 | 1,556 | $10.3M | $240,932 | $662,961 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $118,530 | $46,081 | $55,355 | — | — |
| 2023 | $104,957 | $38,822 | $47,310 | $2,250 | — |
| 2022 | $99,196 | $36,244 | $48,144 | — | $14,808 |