Plan Snapshot
- Plan Sponsor: Carnegie Mellon University
- Sponsor EIN: 250969449
- Sponsor Address: 5000 FORBES AVENUE, PITTSBURGH, PA, 152133815
- Plan Type: DC
- Total Participants: 5,436
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,436 | $63.5M | $4.4M | $1.6M |
| 2023 | 4,918 | $51.0M | $4.0M | $1.0M |
| 2022 | 1,072 | $38.6M | $3.3M | $1.1M |
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 | $91,058 | — | $91,058 |
| 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. — RECORDKEEPER
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,058
- Estimated Expense Ratio: 0.143% 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 | $91,058 | — | $91,058 | — | — |
| 2023 | $114,321 | — | $114,321 | — | — |
| 2022 | $110,512 | — | $110,512 | — | — |