# Eli Lilly And Company 401(k) Plan
Source: https://planprovider.pro/companies/eli-lilly-and-company-136032849-030

> Eli Lilly And Company's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — 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|

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