Carillon, Inc. Employee Savings Plan
Sponsored by Carillon, Inc. · EIN 742070670 · Plan #002
- Total assets
- $979K
- Net assets
- $979K
- Active participants
- 247
- With balances
- 100
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $14,287 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |