Emory University Retirement Plan
Sponsored by Emory University Division Of Human Resources · EIN 580566256 · Plan #001
- Total assets
- $5.5B
- Net assets
- $5.5B
- Active participants
- 21,409
- With balances
- 36,489
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Capital Management | Investment advisory (plan) | $139,000 |
| Cambridge Investment Research (B/D) | Investment advisory (plan) | $38,703 |
| Frazier & Deeter | Accounting | $22,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,294 |
| Tomas A. Blanno And Company, Llc | Consulting (general) | $13,460 |
| Epg Wealth Management Llc | Consulting (general) | $11,241 |
| Commonwealth Financial Network | Consulting (general) | $6,117 |
| Twin Tiers Consulting | Consulting (general) | $5,357 |