Plan Snapshot
- Plan Sponsor: Emerson Electric Company
- Sponsor EIN: 430259330
- Sponsor Address: EMERSON ELECTRIC COMPANY, SAINT LOUIS, MO, 63136
- Plan Type: 401(k)
- Plan Number: 121
- Total Participants: 0
- Total Assets: $4.0B
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 | $4.0B | $0 | $0 |
| 2023 | 0 | $4.3B | $0 | $0 |
| 2022 | 0 | $3.8B | $0 | $0 |
| 2021 | 0 | $3.8B | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Recordkeeper | $3,769,383 | — | $3,769,383 |
| PACIFIC INVESTMENT MGMT COMPANY | Other Service Provider | $1,625,672 | — | $1,625,672 |
| NORTHERN TRUST COMPANY | Other Service Provider | $1,340,260 | — | $1,340,260 |
| REAMS ASSET MANAGEMENT | Other Service Provider | $712,769 | — | $712,769 |
| FEDERATED INVESTORS, INC. | Other Service Provider | $566,072 | — | $566,072 |
| LSV ASSET MANAGEMENT | Other Service Provider | $565,269 | — | $565,269 |
| JP MORGAN STRATEGIC | Recordkeeper | $519,056 | — | $519,056 |
| PRIMECAP MANAGEMENT CO. | Other Service Provider | $419,753 | — | $419,753 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Other Service Provider | $351,713 | — | $351,713 |
| WELLINGTON MANAGEMENT CO. LLP | Other Service Provider | $303,382 | — | $303,382 |
| BAILLIE GIFFORD OVERSEAS LIMITED | Other Service Provider | $257,620 | — | $257,620 |
| CAPITAL GUARDIAN TRUST COMPANY | Other Service Provider | $236,528 | — | $236,528 |
| CAPTRUST ADVISORS | Other Service Provider | $150,000 | — | $150,000 |
| BLACKROCK | Other Service Provider | $123,616 | — | $123,616 |
| RUBIN BROWN LLP | Auditor | $41,500 | — | $41,500 |
| CAI CASUALTY ACTUARIES | Other Service Provider | $15,830 | — | $15,830 |
| DAVIS MENDEL & REGENSTEIN INC. | Other Service Provider | $12,793 | — | $12,793 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $11,592 | — | $11,592 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $10,657 | — | $10,657 |
| BRYAN CAVE LEIGHTON PAISNER LLP | Other Service Provider | $8,080 | — | $8,080 |
| NISA INVESTMENT ADVISORS L.L.C. | Other Service Provider | $7,480 | — | $7,480 |
| AXA EQUITABLE LIFE INSURANCE CO. | Recordkeeper | $7,168 | — | $7,168 |
| ASSOC. FOR FINANCIAL PROFESSIONALS | Other Service Provider | $6,495 | — | $6,495 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- JP MORGAN STRATEGIC — Recordkeeper
- RUBIN BROWN LLP — Auditor
- AXA EQUITABLE LIFE INSURANCE CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,062,688
- Estimated Expense Ratio: 0.276% 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 | $18,588,637 | $10,284,890 | $280,150 | — | — |
| 2023 | $20,948,130 | $7,251,089 | $272,870 | — | — |
| 2022 | $20,819,331 | — | $168,469 | $5,256,845 | — |
| 2021 | $25,693,512 | $9,924,204 | $167,356 | — | $9,874,653 |