Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CARLISLE GROUP, INC.
EIN 86-0858879computer softwareLatest filing 2025
Plans
2
Retirement
2
$14.5M assets
Welfare
0
Participants
13
851 COMMERCE BOULEVARD, SUITE 101 - DICKSON CITY, PA 18519570-963-2036LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.5M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE CARLISLE GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CARLISLE GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$4.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CARLISLE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.0M | 7 | 2025 | |
| 003 | THE CARLISLE GROUP, INC. CASH BALANCE PLAN | CashBalance | $4.5M | 6 | 2025 |
Retirement plans