Stacey Roberson signed ELI Lilly and Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELI Lilly and Company's EIN is 35-0470950.
Download the official 2024 Form 5500 (PDF) for ELI Lilly and Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELI Lilly and Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | NONE KNOWN | $1.1M | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE KNOWN | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $13.0B | 99.7% | |
| LILLY SVNGS PN MASTER TRUST FUND B ELI LILLY AND COMPANY · EIN 46-2790681 / PN 015 | Master Trust | — | — | $13.0B | 99.7% |
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE KNOWN | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEM BENCHMARKING INC. | 98-0180257 | — | NONE KNOWN | $38K | — |
| EVESTMENT ALLIANCE LLC | 90-0905513 | — | NONE KNOWN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELI LILLY AND COMPANY | 35-0470950 | — | PLAN SPONSOR | $453K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $83K | — |
| PLANTE & MORAN PLLC | 33-1498605 | — | NONE KNOWN | $29K | — |
| PERSHING LLC | 13-2741729 | — | NONE KNOWN | $0 | — |
