# The Mitre Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-mitre-corporation-042239742-542

> The Mitre Corporation's 401(k) plan: 7,027 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mitre Corporation

- **Sponsor EIN:** 042239742

- **Sponsor Address:** MS - N655 - TAX, MCLEAN, VA, 22102

- **Plan Type:** 401(k)

- **Plan Number:** 542

- **Total Participants:** 7,027

- **Total Assets:** $72.2M

## 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|7,027|$72.2M|$114.1M|$30.9M|

| 2023|7,290|$63.2M|$126.3M|$30.4M|

| 2022|7,032|$59.6M|$113.3M|$28.4M|

## 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|

| AETNA HEALTH|Other Service Provider|$3,009,251|—|$3,009,251|

| FIDELITY INST ASSET MGMT|Investment Advisor|$105,844|—|$105,844|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$61,903|—|$61,903|

| BDO USA LLP|Auditor|$31,750|—|$31,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,208,748

- **Estimated Expense Ratio:** 4.447% 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|$6,707,335|$105,844|$3,009,251|$31,750|—|

| 2023|$6,905,377|$65,510|$3,220,261|$30,750|—|

| 2022|$7,306,954|$52,653|$5,336,999|—|$89,350|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-mitre-corporation-042239742-542)

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