# Emory Healthcare, INC. 403(b) Plan
Source: https://planprovider.pro/companies/emory-healthcare-inc-403b-plan

> Emory Healthcare, INC.'s 403(b) plan: 35,518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRAZIER & DEETER](https://planprovider.pro/provider/frazier-and-deeter-llc) — ACCOUNTANT/AUDITOR

- [SAVANT CAPITAL MANAGEMENT](https://planprovider.pro/provider/savant-wealth-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|—|—|—|—|

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