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: 2,981
- Total Assets: $260.9M
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 | 2,981 | $260.9M | $555,629 | $0 |
| 2023 | 3,235 | $271.5M | $0 | $0 |
| 2022 | 3,560 | $260.8M | $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 | NONE | $296,680 | — | $296,680 |
| CBIZ TAX AND ADVISORY SERVICES | NONE | $275,315 | — | $275,315 |
| MERCER CONSULTING GROUP LLC | NONE | $184,598 | — | $184,598 |
| THE BANK OF NEW YORK MELLON | NONE | $107,395 | — | $107,395 |
| BLACKROCK INSTITUTIONAL TRUST | NONE | $71,739 | — | $71,739 |
| KILPATRICK TOWNSEND & STOCKTON | NONE | $46,957 | — | $46,957 |
| FRAZIER & DEETER LLC | NONE | $30,000 | — | $30,000 |
| STATE STREET BANK AND TRUST | NONE | $17,048 | — | $17,048 |
| WELLINGTON TRUST COMPANY NA | NONE | $16,474 | — | $16,474 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,046,206
- Estimated Expense Ratio: 0.401% 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 | $4,083,946 | $401,941 | $275,315 | $30,000 | — |
| 2023 | $4,685,446 | $450,045 | $149,813 | — | — |
| 2022 | — | — | — | — | — |