Plan Snapshot
- Plan Sponsor: The Andrew W. Mellon Foundation
- Sponsor EIN: 131879954
- Sponsor Address: 140 EAST 62ND STREET, NEW YORK, NY, 10065
- Plan Type: DC
- Plan Number: 001
- Total Participants: 185
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 185 | $71.2M | $6.6M | $0 |
| 2023 | 176 | $63.6M | $6.0M | $0 |
| 2022 | 158 | $51.0M | $4.9M | $0 |
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 |
|---|---|---|---|---|
| EISNERAMPER 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 | $931 | — | $931 | — | — |
| 2023 | $2,206 | — | $2,206 | — | — |
| 2022 | $719 | — | $719 | — | — |