Plan Ledger DOL Form 5500 · updated monthly

Carlisle LLC401(k)

CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Carlisle LLC reported $118,530 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $122 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 2 years on file its reported administrative ratio rose from 0.85% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 723rd-largest of 1,496 plans among Tennessee employers on file, and the 442nd of 2,240 in accommodation & food services. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has grown from 1,556 to 2,424 since 2022.

Plan summary
Net assets, end of year$13,589,745
Participants with balances254
Active participants2,424
Employer contributions$295,644
Employee contributions$755,751
Employer contribution per active participant$122
Average account balance$53,503
Benefits paid to participants$2,036,910
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 254 accts · $296K emplr
2023$12.9M · 263 accts · $255K emplr
2022$10.3M · 329 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,355
Investment management$46,081
Total administrative$118,530
The Carlisle LLC 401(k) match · 2024
Employer contribution per active participant$122
Median for plans this size$2,416
2024$122 per active participant
2023$145 per active participant
2022$155 per active participant

Carlisle LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,032
RED DOOR WEALTH MANAGEMENT · Investment advisory (participants)$46,081

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 history3
2024$118,530 · 0.90%
2023$104,957 · 0.91%
2022$99,196 · 0.85%
Same employer
Similar plansAccommodation & Food Services · Tennessee
Ruby Tuesday Operations LLC TN$23.6M · 0.74%
Copper Cellar Corporation TN$18.4M · 0.58%
Blackberry Farm TN$13.3M · 0.85%
Shoney's of Knoxville, Inc. TN$11.2M · 0.02%
Charter Foods Inc. TN$9.8M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621149118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.