Shanea Lawhorn signed Carillon Hotel Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carillon Hotel Management, LLC's EIN is 37-1774988.
Download the official 2024 Form 5500 (PDF) for Carillon Hotel Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carillon Hotel Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNOR, TOWNSEND AND KENT, LLC | — | TAMPA, FL |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $576K | 18.1% | |
| BLACKROCK MID-CAP VALUE A 867 REGISTERED INVESTMENT COMPANY STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $418K | 13.2% | |
| STATE ST TARGET RET 2020 R3 667 REGISTERED INVESTMENT COMPANY COLUMBIA GLOBAL VALUE A 0 REGISTERED INVESTMENT COMPANY STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $396K | 12.5% | |
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $283K | 8.9% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $273K | 8.6% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $236K | 7.4% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $221K | 7.0% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $134K | 4.2% | |
| FRANKLIN GROWTH FUND - A | Registered Investment Companies | — | — | $127K | 4.0% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $70K | 2.2% | |
| MFS INTL GROWTH FUND - R3 0 REGISTERED INVESTMENT COMPANY CLEARBRIDGE LARGE CAP VALUE A | Registered Investment Companies | — | — | $55K | 1.7% | |
| VICTORY RS GLOBAL A | Registered Investment Companies | — | — | $52K | 1.6% | |
| FID ADV STK SEL MID CAP A | Registered Investment Companies | — | — | $46K | 1.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $35K | 1.1% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $33K | 1.0% | |
| PUTNAM INTERNATIONAL VALUE - A 0 REGISTERED INVESTMENT COMPANY BR SUSTADV LARGECAPCORE INV A | Registered Investment Companies | — | — | $28K | 0.9% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $18K | 0.6% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $14K | 0.5% | |
| BLK ADV SM CAP CORE - INV A | Registered Investment Companies | — | — | $14K | 0.4% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 0.4% | |
| BNYM SMALL MID CAP GROWTH A | Registered Investment Companies | — | — | $10K | 0.3% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $9K | 0.3% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $7K | 0.2% | |
| EAT HIGH INCOME OPPS - A | Registered Investment Companies | — | — | $5K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND A | Registered Investment Companies | — | — | $4K | 0.1% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $3K | 0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $551 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
