# The Carnegie Foundation For The Advancement Of Teaching 403(b) Plan
Source: https://planprovider.pro/companies/the-carnegie-foundation-for-the-advancement-of-teaching-403b-plan

> The Carnegie Foundation For The Advancement Of Teaching's 403(b) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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)

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|57|$41.5M|$0|$0|

| 2023|59|$35.4M|$0|$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|

| KENDALL, PREBOLA & JONES|Auditor|$1,773|—|$1,773|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,773

- **Estimated Expense Ratio:** 0.004% of plan assets

### 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|$65,403|—|$63,603|$1,773|—|

| 2023|$57,251|$13|$56,639|—|—|

## Similar Plans

- [Kare Youth League](https://planprovider.pro/companies/kare-youth-league-plan) — 58 participants

- [Cornerstone Evangelical Baptist Church Of San Francisco, INC.](https://planprovider.pro/companies/cornerstone-evangelical-baptist-church-of-san-francisco-inc-plan) — 55 participants

- [Los Angeles Philharmonic Association](https://planprovider.pro/companies/los-angeles-philharmonic-association-plan) — 55 participants

- [United Way, INC.](https://planprovider.pro/companies/united-way-inc-plan) — 60 participants

- [San Francisco Travel Association](https://planprovider.pro/companies/san-francisco-travel-association-plan-002) — 52 participants

- [The Skoll Foundation](https://planprovider.pro/companies/the-skoll-foundation-403b-plan) — 63 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-carnegie-foundation-for-the-advancement-of-teaching-403b-plan)

© 2026 PlanProvider.Pro