Plan Snapshot
- Plan Sponsor: Eli Lilly And Company
- Sponsor EIN: 350470950
- Sponsor Address: LILLY CORPORATE CENTER, INDIANAPOLIS, IN, 462850002
- Plan Type: 401(k)
- Total Participants: 21,803
- Total Assets: $13.1B
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 | 21,803 | $13.1B | $172.9M | $319.4M |
| 2023 | 19,912 | $11.1B | $152.8M | $283.3M |
| 2022 | 17,704 | $8.9B | $119.0M | $227.8M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | Recordkeeper | $1,140,660 | — | $1,140,660 |
| ELI LILLY AND COMPANY | Other Service Provider | $453,120 | — | $453,120 |
| PERSHING LLC | Investment Advisor | — | $353,037 | $353,037 |
| ALIGHT FINANCIAL SOLUTIONS, LLC | Recordkeeper | $42,741 | $125,178 | $167,919 |
| ERNST & YOUNG LLP | Auditor | $94,348 | — | $94,348 |
| AON CONSULTING, INC. | Recordkeeper | $82,665 | — | $82,665 |
| CEM BENCHMARKING INC. | Other Service Provider | $37,565 | — | $37,565 |
| PLANTE & MORAN PLLC | Other Service Provider | $29,437 | — | $29,437 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $13,579 | — | $13,579 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — Recordkeeper
- PERSHING LLC — Investment Advisor
- ALIGHT FINANCIAL SOLUTIONS, LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- AON CONSULTING, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,372,330
- Estimated Expense Ratio: 0.018% 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 | $1,856,531 | — | — | $94,348 | — |
| 2023 | $1,992,126 | — | — | $90,161 | — |
| 2022 | $1,346,634 | — | $964,323 | — | $126,591 |