Plan Snapshot
- Plan Sponsor: Carnegie Learning, INC.
- Sponsor EIN: 251805640
- Sponsor Address: 501 GRANT STREET, PITTSBURGH, PA, 152194447
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 576 | $38.0M | $617,007 | $3.9M |
| 2023 | 585 | $33.5M | $523,578 | $3.5M |
| 2022 | 704 | $25.2M | $359,732 | $2.6M |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT AUDIT GROUP, LLC — 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 | $124,272 | $71,859 | $52,413 | — | — |
| 2023 | $98,565 | $56,302 | $42,263 | — | — |
| 2022 | $89,639 | $50,828 | $38,811 | — | — |