Plan Ledger DOL Form 5500 · updated monthly

Carnegie Robotics, LLC401(k)

CARNEGIE ROBOTICS 401K PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Carnegie Robotics, LLC reported $5,206 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,517 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.035% to 0.038%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,825th-largest of 3,651 plans among Pennsylvania employers on file, and 7,011th of 13,661 in manufacturing. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,292,369
Participants with balances161
Active participants117
Employer contributions$411,534
Employee contributions$1,134,617
Employer contribution per active participant$3,517
Average account balance$94,984
Benefits paid to participants$318,684
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS PLUNG & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 161 accts · $412K emplr
2023$11.9M · 150 accts · $355K emplr
2022$9.1M · 141 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$838
Investment management$4,368
Total administrative$5,206
The Carnegie Robotics, LLC 401(k) match · 2024
Employer contribution per active participant$3,517
Median for plans this size$2,416
2024$3,517 per active participant
2023$2,712 per active participant
2022$3,000 per active participant

Carnegie Robotics, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$838

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$5,206 · 0.04%
2023$4,918 · 0.05%
2022$3,360 · 0.04%
Same employer
Similar plansManufacturing · Pennsylvania
Topflight Corporation PA$15.3M · 0.01%
The Acutronic Company PA$15.3M · 0.45%
Valley Tire Company PA$15.2M · 0.32%
I & I Sling, LLC PA$15.1M · 0.39%
The Beistle Company PA$15.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300630355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.