Original filing (PDF)20250925155653NAL0008685569001

BRANTLEY PROPERTIES, INC.

Name: BRANTLEY PROPERTIES, INC. — CARLISLE RETIREMENT PLAN, Form 5500 (2024)
Creator: BRANTLEY PROPERTIES, INC.

Form 5500

FILING_RECEIVED

CARLISLE RETIREMENT PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

152

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANTLEY PROPERTIES, INC..

Plan sponsor

Name

BRANTLEY PROPERTIES, INC.

DBA

CARLISE RESIDENTIAL PROPERTIES, INC.

EIN

56-1531104

Address

333 N. GREENE STREET, SUITE 200 · GREENSBORO, NC · 27401

Phone

(336) 373-0028

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $68K

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.