Plan Snapshot
- Plan Sponsor: Carlisle LLC
- Sponsor EIN: 230457510
- Sponsor Address: 16430 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85254
- Plan Type: DB
- Total Participants: 203
- Total Assets: $58.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 203 | $58.2M | $500,000 | $0 |
| 2023 | 241 | $114.8M | $0 | $0 |
| 2022 | 277 | $118.5M | $5.5M | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $17,850 | — | $17,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,850
- Estimated Expense Ratio: 0.031% 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 | $750,014 | $249,110 | — | $17,850 | — |
| 2023 | $784,204 | $264,102 | — | $17,850 | — |
| 2022 | $925,710 | $305,625 | $323,534 | — | $42,939 |