Plan Snapshot
- Plan Sponsor: Emory Healthcare, INC.
- Sponsor EIN: 582137993
- Sponsor Address: 550 PEACHTREE STREET, ATLANTA, GA, 303082247
- Plan Type: 403(b)
- Total Participants: 35,518
- Total Assets: $2.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 35,518 | $2.8B | $87.2M | $129.8M |
| 2023 | 23,760 | $2.4B | $77.6M | $110.2M |
| 2022 | 20,830 | $2.1B | $70.4M | $105.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $24,922 | — | $24,922 |
| CBIZ BENEFITS AND INSURANCE SERVICE | ACCOUNTANT/AUDITOR | $19,653 | — | $19,653 |
| FRAZIER & DEETER | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
| SAVANT CAPITAL MANAGEMENT | INVESTMENT MANAGER | $10,224 | — | $10,224 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRAZIER & DEETER — ACCOUNTANT/AUDITOR
- SAVANT CAPITAL MANAGEMENT — INVESTMENT MANAGER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,799
- Estimated Expense Ratio: 0.003% 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 | $1,058,764 | $80,432 | $174,729 | $34,653 | — |
| 2023 | $992,462 | $27,844 | — | — | — |
| 2022 | $1,354,801 | — | — | — | — |