Plan Snapshot
- Plan Sponsor: Carnegie Robotics, LLC
- Sponsor EIN: 300630355
- Sponsor Address: 4501 HATFIELD STREET, PITTSBURGH, PA, 15201
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 117 | $15.3M | $411,534 | $1.1M |
| 2023 | 131 | $11.9M | $355,225 | $985,538 |
| 2022 | 122 | $9.1M | $365,979 | $998,960 |
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 |
|---|---|---|---|---|
| LOUIS PLUNG & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG & COMPANY, LLP — 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 | $5,206 | $4,368 | — | — | — |
| 2023 | $4,918 | $3,662 | $300 | — | — |
| 2022 | $3,360 | $2,585 | — | — | — |