401k Plan data: THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING TDA PLAN plan

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING TDA PLAN 401k Plan overview

Plan Name	THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING TDA PLAN
Plan identification number	002

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING has sponsored the creation of one or more 401k plans.

Company Name: THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING

Employer identification number (EIN): 131623924

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01 VALERIA CAVAZOS 2021-02-11 PAUL LEMAHIEU 2021-02-10
002 2019-07-01 VALERIA CAVAZOS 2021-04-15 PAUL LEMAHIEU 2021-04-15
002 2018-07-01 VALERIA CAVAZOS 2019-12-18 DOUGLAS MIHOK 2019-12-17
002 2018-07-01 VALERIA CAVAZOS 2021-02-11 PAUL LEMAHIEU 2021-02-10
002 2017-07-01 IMELDA GONZALEZ 2019-04-15 DOUGLAS MIHOK 2019-04-15
002 2016-07-01 IMELDA GONZALEZ 2018-04-13 DOUGLAS MIHOK 2018-04-16
002 2015-07-01 IMELDA GONZALEZ 2017-04-17 DOUGLAS MIHOK 2017-04-17
002 2014-07-01 IMELDA GONZALEZ 2016-04-19 DOUGLAS MIHOK 2016-04-19
002 2013-07-01 CHARLENE MORAN 2015-04-08 DOUGLAS MIHOK 2015-04-08
002 2012-07-01 CHARLENE MORAN 2014-04-10 DOUGLAS J. MIHOK 2014-04-10
002 2011-07-01 CHARLENE MORAN 2013-04-15 DOUGLAS MIHOK 2013-04-15
002 2010-07-01 CHARLENE MORAN 2012-04-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01	VALERIA CAVAZOS	2021-02-11	PAUL LEMAHIEU	2021-02-10
002	2019-07-01	VALERIA CAVAZOS	2021-04-15	PAUL LEMAHIEU	2021-04-15
002	2018-07-01	VALERIA CAVAZOS	2019-12-18	DOUGLAS MIHOK	2019-12-17
002	2018-07-01	VALERIA CAVAZOS	2021-02-11	PAUL LEMAHIEU	2021-02-10
002	2017-07-01	IMELDA GONZALEZ	2019-04-15	DOUGLAS MIHOK	2019-04-15
002	2016-07-01	IMELDA GONZALEZ	2018-04-13	DOUGLAS MIHOK	2018-04-16
002	2015-07-01	IMELDA GONZALEZ	2017-04-17	DOUGLAS MIHOK	2017-04-17
002	2014-07-01	IMELDA GONZALEZ	2016-04-19	DOUGLAS MIHOK	2016-04-19
002	2013-07-01	CHARLENE MORAN	2015-04-08	DOUGLAS MIHOK	2015-04-08
002	2012-07-01	CHARLENE MORAN	2014-04-10	DOUGLAS J. MIHOK	2014-04-10
002	2011-07-01	CHARLENE MORAN	2013-04-15	DOUGLAS MIHOK	2013-04-15
002	2010-07-01	CHARLENE MORAN	2012-04-12

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Company Name:	THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING
Employer identification number (EIN):	131623924
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations