# Emerson Electric Company 401(k) Plan
Source: https://planprovider.pro/companies/emerson-electric-company-430259330-121

> Emerson Electric Company&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [JP MORGAN STRATEGIC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [RUBIN BROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

- [AXA EQUITABLE LIFE INSURANCE CO.](https://planprovider.pro/provider/equitable) — 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|

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