# Elanco Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elanco-us-inc-401k-plan

> Elanco Us, INC.'s 401(k) plan: 3,006 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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- [Telix Pharmaceuticals (Us) INC](https://planprovider.pro/companies/telix-pharmaceuticals-us-inc-401k-plan) — 310 participants

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