Plan Snapshot
- Plan Sponsor: The Mitre Corporation
- Sponsor EIN: 042239742
- Sponsor Address: MS - N655 - TAX, MCLEAN, VA, 22102
- Plan Type: DC
- Total Participants: 11,989
- Total Assets: $2.8B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,989 | $2.8B | $110.1M | $0 |
| 2023 | 12,228 | $2.6B | $107.0M | $0 |
| 2022 | 12,551 | $2.2B | $99.0M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $313,494 | — | $313,494 |
| FID INV INST OPS CO | RECORDKEEPER | $37,750 | — | $37,750 |
| CAPTRUST | PLAN SPONSOR | $16,250 | — | $16,250 |
| BDO USA, LLP | AUDIT | $14,000 | — | $14,000 |
| PLR FINANCIAL PARTNE | ADVISOR | $5,786 | — | $5,786 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FID INV INST OPS CO — RECORDKEEPER
- CAPTRUST — PLAN SPONSOR
- BDO USA, LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $387,280
- Estimated Expense Ratio: 0.014% 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 | $466,942 | $322,618 | $90,324 | — | — |
| 2023 | $330,829 | $232,497 | — | — | — |
| 2022 | $116,793 | — | $112,801 | — | — |