Plan Snapshot
- Plan Sponsor: Emory Healthcare, INC.
- Sponsor EIN: 582137993
- Sponsor Address: SUITE 518, W.W. ORR BLDG, ATLANTA, GA, 303082209
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 452 | $262.9M | $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 MANAGER | $260,191 | — | $260,191 |
| WELLINGTON TRUST COMPANY NA | INVESTMENT MANAGER | $133,958 | — | $133,958 |
| THE BANK OF NEW YORK MELLON | CUSTODIAL | $85,691 | — | $85,691 |
| BLACKROCK INSTITUTITIONAL TRUST COM | INVESTMENT MANAGER | $37,305 | — | $37,305 |
| STATE STREET BANK AND TRUST | INVESTMENT MANAGER | $22,223 | — | $22,223 |
| WILLIAM BLAIR INVESTMENT | INVESTMENT MANAGER | $17,764 | — | $17,764 |
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — INVESTMENT MANAGER
- FRAZIER & DEETER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $557,132
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 |
|---|---|---|---|---|---|
| 2023 | $439,338 | $1,545 | $270,626 | — | — |
| 2022 | $3,773,601 | $564,657 | — | — | — |