Carlisle Corporation 401(k) Profit Sharing Plan
Sponsored by Carlisle Llc · EIN 621149118 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 2,424
- With balances
- 254
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Red Door Wealth Management, Llc CRD 153235 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Red Door Wealth Management | Investment advisory (participants) | $46,081 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,032 |