The Carnegie Foundation For The Advancement Of Teaching 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Carnegie Foundation For The Advancement Of Teaching
  • Sponsor EIN: 131623924
  • Sponsor Address: 51 VISTA LANE, STANFORD, CA, 94305
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 57
  • Total Assets: $41.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202357$41.5M$690,621$680,100
202259$35.4M$593,423$607,856

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