Plan Ledger DOL Form 5500 · updated monthly

Carlisle Fluid Technologies, LLC401(k)

CARLISLE FLUID TECHNOLOGIES, LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.46%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Carlisle Fluid Technologies, LLC reported $99,832 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,459 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.03% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 330th-largest of 1,285 plans among Arizona employers on file, and the 5,294th of 13,661 in manufacturing. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,836,377
Participants with balances360
Active participants329
Employer contributions$1,138,075
Employee contributions$2,428,857
Employer contribution per active participant$3,459
Average account balance$66,212
Benefits paid to participants$2,734,453
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$23.8M · 360 accts · $1.1M emplr
2023$19.3M · 348 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,442
Investment management$65,390
Total administrative$99,832
The Carlisle Fluid Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$3,459
Median for plans this size$2,416
2024$3,459 per active participant
2023$192 per active participant

Carlisle Fluid Technologies, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$35,380
CETERA ADVISOR NETWORKS, LLC · Investment management$64,451

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$99,832 · 0.46%
2023$5,475 · 0.03%
Similar plansManufacturing · Arizona
Isola USA Corp. AZ$27.6M · 0.23%
MD Helicopters, LLC AZ$27.0M · 0.14%
Certex USA, LLC AZ$24.8M · 0.01%
Foam Fabricators, Inc. AZ$24.0M · 0.39%
Cassavant Machining, Inc. AZ$22.5M · 0.54%
Bingham Equipment Company AZ$22.0M · 0.51%
Rockford Corporation AZ$21.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852828611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.