Carnegie Institute 403(b) match, vesting and fees
What Carnegie Institute's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Schneider Downs & Co., Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in arts, entertainment, and recreation with 1,000 to 4,999 participants.
| Carnegie Institute: employer contribution per participant | $789 | |
| Peer median | $1,412 |
| Carnegie Institute: average balance | $83,624 | |
| Peer median | $54,020 |
| Carnegie Institute: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $85.9M at the end of plan year 2021 to $85.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,074 | $85.9M | $810K | $789 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,070 | $80.9M | $706K | $674 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 1,099 | $73.9M | $653K | $628 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 1,085 | $85.9M | $627K | $610 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Carnegie Institute match 401(k) contributions?
The match terms for the Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $810K in employer contributions, about $789 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carnegie Institute 401(k) match vested?
The vesting schedule for the Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carnegie Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Carnegie Institute.
I left Carnegie Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carnegie Institute, (412) 622-3180) or the recordkeeper, TIAA. The Carnegie Institute old 401(k) page lists the contacts from every plan filing. Find an old Carnegie Institute 401(k)
Data from the public Form 5500 annual reports Carnegie Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carnegie Institute. Not financial advice. Report a correction · Methodology