Plan Snapshot
- Plan Sponsor: Emory University
- Sponsor EIN: 582087692
- Sponsor Address: 1599 CLIFTON ROAD, ATLANTA, GA, 30322
- Plan Type: 401(k)
- Plan Number: 511
- Total Participants: 0
- Total Assets: $101.7M
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 | $101.7M | $0 | $0 |
| 2023 | 0 | $94.7M | $0 | $0 |
| 2022 | 0 | $83.7M | $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 | $105,603 | — | $105,603 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $15,472 | — | $15,472 |
| STATE STREET BANK AND TRUST | Investment Advisor | $8,140 | — | $8,140 |
| WILLIAM BLAIR INVESTMENT | Investment Advisor | $5,156 | — | $5,156 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,371
- Estimated Expense Ratio: 0.132% 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 | $129,467 | $110,758 | — | — | — |
| 2023 | $101,562 | $89,742 | — | — | — |
| 2022 | $143,557 | $128,912 | — | — | — |