Plan Snapshot
- Plan Sponsor: The Andrew W. Mellon Foundation
- Sponsor EIN: 131879954
- Sponsor Address: 140 EAST 62ND STREET, NEW YORK, NY, 10065
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 185
- Total Assets: $7.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 185 | $7.9M | $399,000 | $125,258 |
| 2023 | 176 | $6.9M | $339,625 | $116,520 |
| 2022 | 158 | $5.8M | $308,850 | $105,752 |
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 |
|---|---|---|---|---|
| INSERO & CO, CPAS, LLP | Auditor | — | — | $0 |
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 | $1,963 | — | $1,963 | — | — |
| 2023 | $580 | — | $580 | — | — |
| 2022 | $580 | — | $580 | — | — |