Plan Snapshot
- Plan Sponsor: Carnegie Endowment For International Peace
- Sponsor EIN: 130552040
- Sponsor Address: 1779 MASSACHUSETTS AVENUE, NW, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 165
- Total Assets: $45.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $45.9M | $2.5M | $1.3M |
| 2023 | 172 | $40.2M | $2.1M | $1.1M |
| 2022 | 149 | $31.7M | $1.7M | $907,788 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $52,014 | $279 | $51,735 | — | — |
| 2023 | $41,126 | $201 | $40,925 | — | — |
| 2022 | $38,993 | $150 | $38,843 | — | — |