# Carnegie Learning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carnegie-learning-inc-401k-plan

> Carnegie Learning, INC.'s 401(k) plan: 576 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| KESTRA|RIA|$67,879|—|$67,879|

| JOHN HANCOCK|RECORDKEEPER|$56,393|—|$56,393|

| BENEFIT AUDIT GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BENEFIT AUDIT GROUP, LLC](https://planprovider.pro/provider/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:** $124,272

- **Estimated Expense Ratio:** 0.327% 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|$124,272|$71,859|$52,413|—|—|

| 2023|$98,565|$56,302|$42,263|—|—|

| 2022|$89,639|$50,828|$38,811|—|—|

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