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: 508
- Total Participants: 2,428
- Total Assets: $57.7M
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 | 2,428 | $57.7M | $4.6M | $0 |
| 2023 | 2,436 | $51.2M | $3.8M | $0 |
| 2022 | 2,275 | $41.7M | $5.2M | $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 |
|---|---|---|---|---|
| ONE EXCHANGE | Other Service Provider | $119,112 | — | $119,112 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,112
- Estimated Expense Ratio: 0.206% 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 | $119,112 | — | $119,112 | — | — |
| 2023 | $111,916 | — | $111,916 | — | — |
| 2022 | $105,245 | — | — | — | $105,245 |