Ronald FUSS signed Carlisle, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carlisle, LLC's EIN is 23-0457510.
Download the official 2024 Form 5500 (PDF) for Carlisle, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carlisle, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $592K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Carlisle Companies Common Stock Fund - 426,364 shares | Common Stocks | — | $426K | $159.2M | 18.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $94.5M | 10.9% | |
| Vanguard Group Target Retirement 2030 Fund | Mutual Funds | — | — | $59.7M | 6.9% | |
| Janus International Holding, LLC N Fund | Mutual Funds | — | — | $59.3M | 6.8% | |
| Vanguard Group Target Retirement 2035 Fund | Mutual Funds | — | — | $50.1M | 5.8% | |
| Goldman Sachs STBL VAL COL TR | Other securities | — | — | $47.8M | 5.5% | |
| Vanguard Group Target Retirement 2040 Fund | Mutual Funds | — | — | $46.5M | 5.3% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $45.0M | 5.2% | |
| Vanguard Group Target Retirement 2045 Fund | Mutual Funds | — | — | $44.2M | 5.1% | |
| Vanguard Group Target Retirement 2025 Fund | Mutual Funds | — | — | $37.8M | 4.3% | |
| Vanguard Group Target Retirement 2050 Fund | Mutual Funds | — | — | $32.3M | 3.7% | |
| Vanguard Group Target Retirement 2055 Fund | Mutual Funds | — | — | $28.0M | 3.2% | |
| American Century Investments SML CAP VAL R6 FD | Mutual Funds | — | — | $20.4M | 2.3% | |
| Eagle Financial Services, Inc. Midcap Growth Fund | Common Stocks | — | — | $18.2M | 2.1% | |
| Common Collective Trust Funds Ameriprise Trust Company Common/Collective Trust | Common Collective Trusts | — | — | $18.0M | 2.1% | |
| COLUMBIA TRUST DIV INC FUND MS AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $18.0M | 2.1% | |
| Vanguard Group Target Retirement 2060 Fund | Mutual Funds | — | — | $17.5M | 2.0% | |
| Vanguard Group Small Cap Index Fund | Common Collective Trusts | — | — | $15.8M | 1.8% | |
| Vanguard Group Target Retirement 2020 Fund | Mutual Funds | — | — | $14.3M | 1.6% | |
| Vanguard Group VGD TTL INTL STK IDX INST FUND | Common Collective Trusts | — | — | $12.5M | 1.4% | |
| GREAT GRAY TRUST Company Common/Collective Trust | Common Collective Trusts | — | — | $12.1M | 1.4% | |
| PGIM TOTAL RTRN BND CIT CLS R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $12.1M | 1.4% | |
| Vanguard Group Mid Index Fund | Common Collective Trusts | — | — | $11.6M | 1.3% | |
| Participant Loans*** Rates Range From 4.25% To 9.50% | Bonds / Notes | — | — | $10.5M | 1.2% | |
| Vanguard Group Target Retirement Fund | Mutual Funds | — | — | $9.7M | 1.1% | |
| Vanguard Group TTL BD MKT IDX ADM FD | Common Collective Trusts | — | — | $9.0M | 1.0% | |
| Goldman Sachs S GQG PRT INT O R6 | Other securities | — | — | $8.6M | 1.0% | |
| Vanguard Group Target Retirement 2065 Fund | Mutual Funds | — | — | $6.3M | 0.7% | |
| Janus International Holding, LLC Triton N | Mutual Funds | — | — | $4.9M | 0.6% | |
| JP Morgan Funds Mid Cap Value Fund | Other securities | — | — | $3.2M | 0.4% | |
| Vanguard Group Target Retirement 2070 Fund | Mutual Funds | — | — | $828K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
