Kevin Moody, SVP and CHRO signed Emory University Division of Human Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emory University Division of Human Resources' EIN is 58-0566256.
Download the official 2024 Form 5500 (PDF) for Emory University Division of Human Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emory University Division of Human Resources' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT | 45-3812777 | — | CONSULTANT | $139K | — |
| CAMBRIDGE INVESTMENT RESEARCH (B/D) | 42-1445429 | — | CONSULTANT | $39K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
| TOMAS A. BLANNO AND COMPANY, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-2609075 |
| — |
| CONSULTANT |
| $13K |
| — |
| EPG WEALTH MANAGEMENT LLC | 84-1854084 | — | CONSULTANT | $11K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | CONSULTANT | $6K | — |
| TWIN TIERS CONSULTING | 20-2948768 | — | CONSULTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT/AUDITOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.0B | 35.2% | |
| VANG INST INDEX PLUS | Other securities | — | $435.9M | $576.6M | 10.4% | |
| FID CONTRAFUND | Mutual Funds | — | $249.4M | $316.0M | 5.7% | |
| VANG TARGET RET 2045 | Other securities | — | $237.8M | $281.2M | 5.1% | |
| VANG TARGET RET 2035 | Other securities | — | $241.1M | $273.8M | 4.9% | |
| VANG TARGET RET 2030 | Other securities | — | $195.7M | $213.6M | 3.9% | |
| VANG TARGET RET 2040 | Other securities | — | $179.9M | $206.8M | 3.7% | |
| VANG TARGET RET 2025 | Other securities | — | $185.1M | $190.7M | 3.4% | |
| HARBOR CAP APP RET | Other securities | — | $184.8M | $188.1M | 3.4% | |
| VANG TARGET RET 2050 | Other securities | — | $154.0M | $182.1M | 3.3% | |
| VANG PRIMECAP ADM | Mutual Funds | — | $95.7M | $108.8M | 2.0% | |
| VANG TREASURY MM | Other securities | — | $104.6M | $104.6M | 1.9% | |
| VANG TARGET RET 2055 | Other securities | — | $83.9M | $97.7M | 1.8% | |
| FIDELITY FUND | Mutual Funds | — | $82.2M | $90.2M | 1.6% | |
| VANG TOT BD MK IS PL | Other securities | — | $85.2M | $83.5M | 1.5% | |
| VANG TOT INTL STK IP | Other securities | — | $64.4M | $67.3M | 1.2% | |
| VANG TARGET RET 2020 | Other securities | — | $64.5M | $61.3M | 1.1% | |
| JH DISCPL VALUE R6 | Other securities | — | $60.7M | $60.1M | 1.1% | |
| VANG MD CP IDX IS PL | Common Collective Trusts | — | $61.1M | $57.0M | 1.0% | |
| EXTERNAL FUND | Other securities | — | $41.9M | $56.3M | 1.0% | |
| VANG SM CP IDX IS PL | Common Collective Trusts | — | $53.4M | $49.8M | 0.9% | |
| PGIM TOTAL RTN BD A | Other securities | — | $48.9M | $48.4M | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $47.9M | 0.9% | |
| VANG TARGET RET INC | Common Stocks | — | $45.1M | $45.7M | 0.8% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $46.1M | $44.1M | 0.8% | |
| MFS MID CAP VALUE R3 | Mutual Funds | — | $32.5M | $35.0M | 0.6% | |
| VANG TARGET RET 2060 | Other securities | — | $30.1M | $34.6M | 0.6% | |
| BLKRK MD CP GR EQ K | Other securities | — | $21.9M | $27.0M | 0.5% | |
| CASH | Cash / Money Market | — | $18.6M | $18.6M | 0.3% | |
| VANG FTSE SOC IDX IS | Common Collective Trusts | — | $11.5M | $15.1M | 0.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $10.5M | 0.2% | |
| VANG SM VAL IDX INST | Common Collective Trusts | — | $9.1M | $10.1M | 0.2% | |
| VANG TARGET RET 2065 | Other securities | — | $7.3M | $8.2M | 0.1% | |
| STD GUAR FIX INT 4 | Other securities | — | $7.6M | $8.0M | 0.1% | |
| LOOMIS SM CP GRTH IS | Other securities | — | $7.0M | $7.9M | 0.1% | |
| VAN REAL EST IDX IS | Common Collective Trusts | — | $5.7M | $6.0M | 0.1% | |
| VANG TARGET RET 2070 | Other securities | — | $1.7M | $1.9M | <0.1% | |
| COMMON STOCK | Common Stocks | — | $790K | $615K | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | $412K | $412K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $62K | <0.1% |
