Carlisle, Llc Employee Incentive Savings Plan
Sponsored by Carlisle, Llc · EIN 230457510 · Plan #019
- Total assets
- $870M
- Net assets
- $870M
- Active participants
- 4,433
- With balances
- 9,076
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $591,749 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $21,250 |