# Emory University Division Of Human Resources 403(b) Plan
Source: https://planprovider.pro/companies/emory-university-division-of-human-resources-403b-plan

> Emory University Division Of Human Resources's 403(b) plan: 21,409 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 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](https://planprovider.pro/provider/savant-wealth-management) — CONSULTANT

- [FRAZIER & DEETER](https://planprovider.pro/provider/frazier-and-deeter-llc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/emory-university-division-of-human-resources-403b-plan)

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