Plan Snapshot
- Plan Sponsor: Emory University Division Of Human Resources
- Sponsor EIN: 580566256
- Sponsor Address: 1599 CLIFTON ROAD, ATLANTA, GA, 303224250
- Plan Type: 403(b)
- Total Participants: 21,409
- Total Assets: $5.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21,409 | $5.5B | $124.4M | $110.1M |
| 2023 | 18,936 | $4.9B | $109.4M | $99.2M |
| 2022 | 18,725 | $4.2B | $99.7M | $88.6M |
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 |
|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT | CONSULTANT | $139,000 | — | $139,000 |
| CAMBRIDGE INVESTMENT RESEARCH (B/D) | CONSULTANT | $38,703 | — | $38,703 |
| FRAZIER & DEETER | ACCOUNTANT/AUDITOR | $22,500 | — | $22,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,294 | — | $19,294 |
| TOMAS A. BLANNO AND COMPANY, LLC | CONSULTANT | $13,460 | — | $13,460 |
| EPG WEALTH MANAGEMENT LLC | CONSULTANT | $11,241 | — | $11,241 |
| COMMONWEALTH FINANCIAL NETWORK | CONSULTANT | $6,117 | — | $6,117 |
| TWIN TIERS CONSULTING | CONSULTANT | $5,357 | — | $5,357 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVANT CAPITAL MANAGEMENT — CONSULTANT
- FRAZIER & DEETER — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- COMMONWEALTH FINANCIAL NETWORK — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $255,672
- Estimated Expense Ratio: 0.005% 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 | $1,440,116 | $613,888 | $188,017 | $22,500 | — |
| 2023 | $986,651 | $311,904 | $184,310 | — | — |
| 2022 | $106,293 | — | — | — | — |