# The Andrew W. Mellon Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-andrew-w-mellon-foundation-131879954-502

> The Andrew W. Mellon Foundation's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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