Plan Snapshot
- Plan Sponsor: Elanco Us, INC.
- Sponsor EIN: 562002553
- Sponsor Address: 2500 INNOVATION WAY, GREENFIELD, IN, 46140
- Plan Type: 401(k)
- Total Participants: 3,006
- Total Assets: $676.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,006 | $676.6M | $23.3M | $35.7M |
| 2023 | 2,841 | $619.6M | $26.1M | $32.9M |
| 2022 | 3,656 | $534.3M | $22.3M | $29.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | INVESTMENT ADVISOR | $156,556 | — | $156,556 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $126,590 | — | $126,590 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $93,528 | — | $93,528 |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | $42,038 | — | $42,038 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INVESTMENT — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $418,712
- Estimated Expense Ratio: 0.062% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $418,212 | $250,084 | $600 | $42,038 | — |
| 2023 | $289,576 | $60,077 | $900 | $19,294 | — |
| 2022 | $431,627 | $41,843 | — | — | — |