# Carnegie Corporation Of New York 403(b) Plan
Source: https://planprovider.pro/companies/carnegie-corporation-of-new-york-403b-plan

> Carnegie Corporation Of New York's 403(b) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carnegie Corporation Of New York

- **Sponsor EIN:** 131628151

- **Sponsor Address:** 437 MADISON AVENUE, NEW YORK, NY, 10022

- **Plan Type:** 403(b)

- **Total Participants:** 82

- **Total Assets:** $33.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|82|$33.2M|$0|$907,945|

| 2023|71|$29.9M|$0|$889,636|

| 2022|84|$26.6M|$228|$803,965|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,056|—|$4,056|—|—|

| 2023|$486|—|—|—|—|

| 2022|—|—|—|—|—|

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