Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Carnegie Mellon University
Carnegie Mellon University 401(k)
- Educational services
- Pittsburgh, PA
- EIN 25-0969449
- 1 plan with Schedule H financials
- Plan year 2024
Administrative expenses excluding investment management, per participant · Carnegie Mellon University 401(k) Plan · plan year 2024
$47.35
Higher than 24% of the 8,758 plans $50 to 250M that report it.
Source
= $91,058 / 1,923
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015121211NAL0004497041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121211NAL0004497041001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$47.35
Higher than 16% of the 9,042 plans $50 to 250M that report it.
Source
= $91,058 / 1,923
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121211NAL0004497041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121211NAL0004497041001, received 2025-10-15
Administrative expenses as a share of assets
0.143%
Higher than 53% of the 9,049 plans $50 to 250M that report it.
Source
= $91,058 / $63,490,996
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121211NAL0004497041001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015121211NAL0004497041001, received 2025-10-15
Employer contributions per participant
$2,281
Higher than 40% of the 9,105 plans $50 to 250M that report it.
Source
= $4,386,926 / 1,923
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121211NAL0004497041001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121211NAL0004497041001, received 2025-10-15
Employer share of total contributions
71.5%
Higher than 99% of the 9,112 plans $50 to 250M that report it.
Source
= $4,386,926 / $6,132,019
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121211NAL0004497041001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015121211NAL0004497041001, received 2025-10-15
Plan terms, as stated in Carnegie Mellon University's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015121211NAL0004497041001, received 2025-10-15
Full record, Carnegie Mellon University 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CARNEGIE MELLON UNIVERSITY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Plan name | CARNEGIE MELLON UNIVERSITY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Sponsor EIN / plan number | 25-0969449 / 009 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Sponsor location | PITTSBURGH, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Participants, beginning of year | 5,676 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Active participants | 5,436 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Participants, end of year | 6,339 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Participants with an account balance | 1,923 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total assets, beginning of year | $50,995,100 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total assets, end of year | $63,490,996 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Net assets, end of year | $62,888,514 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total income | $13,604,576 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Net income | $12,766,055 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Employer contributions | $4,386,926 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Participant contributions | $1,647,242 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $97,851 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total contributions | $6,132,019 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Benefit payments | $747,463 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $838,521 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Total administrative expenses | $91,058 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Contract administrator fees | $91,058 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Administrative expenses excluding investment management | $91,058 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Held in mutual funds | $63,486,357 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015121211NAL0004497041001, received 2025-10-15 |
| Independent auditor | SCHNEIDER DOWNS & CO., INC. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015121211NAL0004497041001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015121211NAL0004497041001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TEACHERS INS. AND ANNUITY ASSOC.recordkeeper | RECORDKEEPER | 13 Contract administrator; 15 Recordkeeping and information management; 60 Sub-transfer agency fees | $91,058 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015121211NAL0004497041001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $50,995,100 | $63,490,996 | 24.5% |
| Participants with a balance | 1,687 | 1,923 | 14.0% |
| Administrative expenses | $114,321 | $91,058 | -20.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $4,025,742 | $4,386,926 | 9.0% |
Prior filing 20241015075747NAL0015962083004, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CARNEGIE MELLON UNIVERSITY; SEC registrant: CARNEGIE MELLON UNIVERSITY (CIK 1039067, matched by EIN).