Plan Snapshot
- Plan Sponsor: Emory University Division Of Human Resou
- Sponsor EIN: 580566256
- Sponsor Address: 1599 CLIFTON ROAD NE 1ST FLOOR, ATLANTA, GA, 30322
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 34,031
- Total Assets: $51.9M
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 | 34,031 | $51.9M | $564.5M | $109.0M |
| 2023 | 32,298 | $51.0M | $494.0M | $97.1M |
| 2022 | 30,846 | $46.7M | $420.9M | $94.5M |
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 |
|---|---|---|---|---|
| AETNA | Other Service Provider | $9,330,374 | — | $9,330,374 |
| KAISER PERMANENTE INSURANCE COMPANY | Other Service Provider | $7,652,052 | — | $7,652,052 |
| CVS PHARMACY INC | Other Service Provider | $2,428,064 | — | $2,428,064 |
| AETNA | Other Service Provider | $869,195 | — | $869,195 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,279,685
- Estimated Expense Ratio: 39.084% 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 | $20,258,630 | — | $20,258,630 | — | — |
| 2023 | $17,088,544 | — | $17,088,544 | — | — |
| 2022 | $11,911,514 | — | — | — | $11,911,514 |