# The Mitre Corporation DC Plan
Source: https://planprovider.pro/companies/the-mitre-corporation-plan-002

> The Mitre Corporation's DC plan: 11,989 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:** 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CAPTRUST](https://planprovider.pro/provider/captrust) — PLAN SPONSOR

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-mitre-corporation-plan-002)

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