Carillon Assisted Living 401(k) Plan: Login, Facts & Contact Information

Carillon Assisted Living 401(k) Plan Facts

Plan name
CARILLON ASSISTED LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARILLON ASSISTED LIVING
Participants
49 (52 active employees)
Plan assets
$766,916 at Dec 31, 2024
Average account balance
$58,994 across 13 accounts
Employer contributions
$8,069 in plan year 2024 (9% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $90,213 went into the plan in contributions, $8,069 of it from the employer (9%).
  • $82,710 was paid out to participants.
  • Investment and other income added $102,354.

How the Carillon Assisted Living 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019759$1.11 million$18,258$483,733
2020110$908,349—$368,724
202115$569,322$5,096$496,224
202232$499,665$1,779$11,098
202338$662,901$7,102$10,654
202449$766,916$8,069$82,710

Carillon Assisted Living 401(k) Contact Information

Phone
919-400-9806
Mailing address
4901 WATERS EDGE DRIVE SUITE 200, RALEIGH NC 27606
Plan sponsor
CARILLON ASSISTED LIVING
Employer identification number (EIN)
56-1974370
Plan number
001

Questions about the Carillon Assisted Living 401(k)

Does Carillon Assisted Living contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8,069, 9% of all contributions.

Does the Carillon Assisted Living 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carillon Assisted Living 401(k) plan?

49 participants at the start of plan year 2024, 52 of them active employees.

What is the average 401(k) balance at Carillon Assisted Living?

About $58,994 per account: $766,916 in plan assets across 13 accounts with a balance at the end of plan year 2024.

Who manages the Carillon Assisted Living 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Carillon Assisted Living. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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