Emory Healthcare, Inc. Retirement Savings And Matching Plan
Sponsored by Emory Healthcare, Inc. · EIN 582137993 · Plan #002
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 35,518
- With balances
- 34,169
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,922 |
| Cbiz Benefits And Insurance Service | Accounting | $19,653 |
| Frazier & Deeter | Accounting | $15,000 |
| Savant Capital Management | $10,224 |