# Emory University 401(k) Plan
Source: https://planprovider.pro/companies/emory-university-582087692-511

> Emory University'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 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](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:** $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|—|—|—|

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