# Carnegie Mellon University 403(b) Plan
Source: https://planprovider.pro/companies/carnegie-mellon-university-403b-plan

> Carnegie Mellon University's 403(b) plan: 11,963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carnegie Mellon University

- **Sponsor EIN:** 250969449

- **Sponsor Address:** 5000 FORBES AVENUE, PITTSBURGH, PA, 152133815

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

- **Total Participants:** 11,963

- **Total Assets:** $2.8B

## 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|11,963|$2.8B|$46.2M|$41.5M|

| 2023|6,772|$2.5B|$42.8M|$38.1M|

| 2022|6,370|$2.2B|$38.5M|$34.5M|

## 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|

| TEACHERS INS. AND ANNUITY ASSOC.|RECORDKEEPER|$492,607|—|$492,607|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEACHERS INS. AND ANNUITY ASSOC.](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [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:** $492,607

- **Estimated Expense Ratio:** 0.017% 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|$492,607|—|$492,607|—|—|

| 2023|$512,703|—|$512,703|—|—|

| 2022|$506,267|—|—|—|$506,267|

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