# Emory Healthcare, INC 401(k) Plan
Source: https://planprovider.pro/companies/emory-healthcare-inc-900180674-001

> Emory Healthcare, INC's 401(k) plan: 0 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:** 900180674

- **Sponsor Address:** 550 PEACHTREE STREET, ATLANTA, GA, 30308

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $14.9M

## 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|$14.9M|$0|$0|

| 2023|0|$15.9M|$0|$0|

| 2022|0|$16.5M|$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|

| NEPC, LLC|Investment Advisor|$17,236|—|$17,236|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$14,597|—|$14,597|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,833

- **Estimated Expense Ratio:** 0.213% 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|$33,569|$18,162|—|—|—|

| 2023|$26,766|$17,427|—|—|—|

| 2022|$39,631|$27,218|—|—|—|

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