Original filing (PDF)20250415170452NAL0007027906001

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING

Name: THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING — THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN, Form 5500 (2023)
Creator: THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING

Form 5500

FILING_RECEIVED

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsHigh average account balance

Active participants

Accounts w/ balance

223

Plan assets (EOY)

$41.5M

Net assets (EOY)

$41.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING.

Plan sponsor

Name

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING

EIN

13-1623924

Address

51 VISTA LANE · STANFORD, CA · 94305

Phone

(650) 566-5124

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MULTNOMAH GROUP, INC.	20-0361079	—	ADVISOR	$32K	—
NEW PINNACLE CONSULTING GROUP, LLC	26-1233837

Investments

1 pooled fund· $439K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.