David Thames signed Carillon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carillon, Inc.'s EIN is 74-2070670.
Download the official 2024 Form 5500 (PDF) for Carillon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carillon, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Funds Invesco American Franchise Fund | Mutual Funds | — | — | $191K | 19.5% | |
| Principal Trust Co Principal Fixed Income Option Non 401(a) | Common Stocks | — | — | $155K | 15.8% | |
| American Funds American Funds Invest Co of America R4 Fund | Mutual Funds | — | — | $103K | 10.5% | |
| Franklin Templeton Franklin Growth Fund | Mutual Funds | — | — | $64K | 6.6% | |
| Neuberger Berman Neuberger Berman Genesis Fund | Other securities | — | — | $61K | 6.3% | |
| Russell Investment Russell LifePoints Moderate Strategy Fund | Other securities | — | — | $50K | 5.2% | |
| Participants Participant Loans Rates from 4.25% to 10.50% - | Bonds / Notes | — | — | $42K | 4.3% | |
| Russell Investment Russell LifePoints Equity Aggressive Strategy Fund | Other securities | — | — | $41K | 4.2% | |
| Russell Investment Russell LifePoints Aggressive Strategy Fund | Other securities | — | — | $38K | 3.9% | |
| Russell Investment Russell LifePoints Balanced Strategy Fund | Other securities | — | — | $34K | 3.5% | |
| Invesco Funds Invesco Charter Fund | Mutual Funds | — | — | $30K | 3.1% | |
| MFS Investment Mgmt MFS Government Securities Fund | Mutual Funds | — | — | $28K | 2.9% | |
| MFS Investment Mgmt MFS New Discovery Fund | Mutual Funds | — | — | $25K | 2.5% | |
| Russell Investment Russell LifePoints Conservative Strategy Fund | Other securities | — | — | $24K | 2.5% | |
| Invesco Funds Invesco Main Street Mid Cap Fund | Mutual Funds | — | — | $19K | 2.0% | |
| Franklin Templeton Franklin Mutual US Midcap Value Fund | Mutual Funds | — | — | $18K | 1.9% | |
| Franklin Templeton Franklin Mutual Shares R Fund | Mutual Funds | — | — | $11K | 1.1% | |
| Templeton Asset ManagemenTempleton Foreign R Fund | Mutual Funds | — | — | $10K | 1.0% | |
| Invesco Funds Invesco Income Advantage US Fund | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
