Retirement Plan For Employees Of Carlisle Llc
Sponsored by Carlisle Llc · EIN 230457510 · Plan #007
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 203
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Institutional Group | Investment management, Investment management fees (direct), Custodial (securities) | $271,342 |
| Principal Trust Company | Actuarial, Recordkeeping | $209,081 |
| Usi Consulting Group | Actuarial | $19,542 |
| Forvis, Llp | Accounting | $17,850 |