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Original filing (PDF)20251014195156NAL0003665937004
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
Form 5500
FILING_RECEIVED
EMORY UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
21,409
Accounts w/ balance
36,489
Plan assets (EOY)
$5.5B
Net assets (EOY)
$5.5B
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES.
Plan sponsor
Name
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
EIN
58-0566256
Address
1599 CLIFTON ROAD · ATLANTA, GA · 303224250
Phone
(404) 727-7623
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
7| 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 | 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 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAZIER & DEETER | 58-1433845 | — | ACCOUNTANT/AUDITOR | $23K | — |
Investments
38 direct securities · 1 pooled fund· $3.6B(66% of reported assets)
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.
Uncategorized
$3.6B
37 holdings
Pooled Separate Account
$47.9M
1 holding
Common Stocks
$615K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG INST INDEX PLUS | — | 1,204,060.293 | $435.9M | $576.6M | 10.4% | |
| FID CONTRAFUND | — | 15,028,529.375 | $249.4M | $316.0M | 5.7% | |
| VANG TARGET RET 2045 | — | 9,479,085.403 | $237.8M | $281.2M | 5.1% | |
| VANG TARGET RET 2035 | — | 11,419,532.585 | $241.1M | $273.8M | 4.9% | |
| VANG TARGET RET 2030 | — | 5,640,161.587 | $195.7M | $213.6M | 3.9% | |
| VANG TARGET RET 2040 | — | 4,784,280.213 | $179.9M | $206.8M | 3.7% | |
| VANG TARGET RET 2025 | — | 10,203,755.856 | $185.1M | $190.7M | 3.4% | |
| HARBOR CAP APP RET | — | 1,647,745.929 | $184.8M | $188.1M | 3.4% | |
| VANG TARGET RET 2050 | — | 3,653,705.903 | $154.0M | $182.1M | 3.3% | |
| VANG PRIMECAP ADM | — | 654,361.019 | $95.7M | $108.8M | 2.0% | |
| VANG TREASURY MM | — | 104,598,249.66 | $104.6M | $104.6M | 1.9% | |
| VANG TARGET RET 2055 | — | 1,756,268.841 | $83.9M | $97.7M | 1.8% | |
| FIDELITY FUND | — | — | $82.2M | $90.2M | 1.6% | |
| VANG TOT BD MK IS PL | — | 8,811,323.138 | $85.2M | $83.5M | 1.5% | |
| VANG TOT INTL STK IP | — | 530,904.671 | $64.4M | $67.3M | 1.2% | |
| VANG TARGET RET 2020 | — | 2,313,123.03 | $64.5M | $61.3M | 1.1% | |
| JH DISCPL VALUE R6 | — | 2,670,348.395 | $60.7M | $60.1M | 1.1% | |
| VANG MD CP IDX IS PL | — | 160,085.502 | $61.1M | $57.0M | 1.0% | |
| EXTERNAL FUND | — | — | $41.9M | $56.3M | 1.0% | |
| VANG SM CP IDX IS PL | — | 149,757.491 | $53.4M | $49.8M | 0.9% | |
| PGIM TOTAL RTN BD A | — | 4,078,632.555 | $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 | — | 3,485,692.698 | $45.1M | $45.7M | 0.8% | |
| AF EUROPAC GROWTH R6 | — | 821,128.388 | $46.1M | $44.1M | 0.8% | |
| MFS MID CAP VALUE R3 | — | 1,146,687.838 | $32.5M | $35.0M | 0.6% | |
| VANG TARGET RET 2060 | — | 674,777.596 | $30.1M | $34.6M | 0.6% | |
| BLKRK MD CP GR EQ K | — | 619,940.35 | $21.9M | $27.0M | 0.5% | |
| CASH | — | — | $18.6M | $18.6M | 0.3% | |
| VANG FTSE SOC IDX IS | — | 372,837.149 | $11.5M | $15.1M | 0.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $10.5M | 0.2% | |
| VANG SM VAL IDX INST | — | 212,389.623 | $9.1M | $10.1M | 0.2% | |
| VANG TARGET RET 2065 | — | 244,672.748 | $7.3M | $8.2M | 0.1% | |
| STD GUAR FIX INT 4 | — | 260,753.435 | $7.6M | $8.0M | 0.1% | |
| LOOMIS SM CP GRTH IS | — | 270,890.222 | $7.0M | $7.9M | 0.1% | |
| VAN REAL EST IDX IS | — | 307,560.188 | $5.7M | $6.0M | 0.1% | |
| VANG TARGET RET 2070 | — | 72,230.25 | $1.7M | $1.9M | <0.1% | |
| COMMON STOCK | Common Stocks | — | $790K | $615K | <0.1% | |
| FID GOVT MMKT | — | 411,911.18 | $412K | $412K | <0.1% | |
| NON INTEREST BEARING CASH | — | — | — | $62K | <0.1% |