# Carnegie Institute 403(b) Plan
Source: https://planprovider.pro/companies/carnegie-institute-403b-plan

> Carnegie Institute's 403(b) plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carnegie Institute

- **Sponsor EIN:** 250965280

- **Sponsor Address:** 4400 FORBES AVENUE, PITTSBURGH, PA, 15213

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

- **Total Participants:** 495

- **Total Assets:** $85.9M

## 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|495|$85.9M|$810,295|$2.3M|

| 2023|542|$80.9M|$706,151|$2.2M|

| 2022|501|$73.9M|$653,022|$2.0M|

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|ADVISOR|$38,500|—|$38,500|

| TIAA|NONE|$35,097|—|$35,097|

| CARNEGIE INSTITUTE|NONE|$18,122|—|$18,122|

| SCHNEIDER DOWNS & CO., INC.|Auditor|$460|—|$460|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,179

- **Estimated Expense Ratio:** 0.107% of plan assets

### 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|$95,446|—|$94,986|$460|—|

| 2023|$128,967|—|$128,633|$334|—|

| 2022|$69,556|—|$69,556|—|—|

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