# Carnegie Mellon University DC Plan
Source: https://planprovider.pro/companies/carnegie-mellon-university-plan-009

> Carnegie Mellon University's DC plan: 5,436 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:** 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.](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:** $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|—|—|

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