Plan Snapshot
- Plan Sponsor: Eli Lilly And Company
- Sponsor EIN: 136032849
- Sponsor Address: LILLY CORPORATE CENTER, INDIANAPOLIS, IN, 462850002
- Plan Type: 401(k)
- Plan Number: 030
- Total Participants: 0
- Total Assets: $12.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $12.1B | $0 | $0 |
| 2023 | 0 | $12.1B | $0 | $0 |
| 2022 | 0 | $11.5B | $0 | $0 |
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 |
|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT INC | Other Service Provider | $2,571,225 | — | $2,571,225 |
| INSIGHT NORTH AMERICA LLC | Other Service Provider | $2,187,310 | — | $2,187,310 |
| ACADIAN ASSET MANAGEMENT, LLC | Other Service Provider | $1,664,104 | — | $1,664,104 |
| ELI LILLY AND COMPANY | Other Service Provider | $1,342,707 | — | $1,342,707 |
| MORGAN STANLEY INVESTMENT MGMT INC. | Other Service Provider | $970,645 | — | $970,645 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $867,695 | — | $867,695 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $853,391 | — | $853,391 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | Other Service Provider | $798,963 | — | $798,963 |
| CENTERSQUARE INVESTMENT MGMT LLC | Other Service Provider | $589,430 | — | $589,430 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $568,490 | — | $568,490 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $441,678 | — | $441,678 |
| LINKLATERS LLP | Other Service Provider | $397,258 | — | $397,258 |
| PLANTE & MORAN PLLC | Other Service Provider | $219,845 | — | $219,845 |
| APOLLO ADVISORS IX, L.P. | Other Service Provider | — | $127,257 | $127,257 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $72,475 | — | $72,475 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $14,538 | — | $14,538 |
| INSTITUTIONAL LIMITED PARTNERS ASSO | Other Service Provider | $9,697 | — | $9,697 |
| APOLLO ADVISORS VIII, L.P. | Other Service Provider | — | $9,440 | $9,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,706,148
- Estimated Expense Ratio: 0.113% 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 | $10,378,429 | $10,645,237 | — | — | — |
| 2023 | $16,776,237 | $14,419,537 | — | — | — |
| 2022 | $29,525,039 | $16,686,052 | — | — | $1,340,291 |