The Emory Clinic, Inc. Retirement Savings Plan
Sponsored by The Emory Clinic, Inc. · EIN 582030692 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 2,350
- With balances
- 3,088
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Frazier & Deeter | Accounting | $22,500 |
| Strategic Advisors, Inc | Investment advisory (plan) | $5,079 |