Plan Snapshot
- Plan Sponsor: Albany Area Primary Healthcare, INC.
- Sponsor EIN: 581344015
- Sponsor Address: 204 N. WESTOVER BLVD., ALBANY, GA, 31707
- Plan Type: 403(b)
- Total Participants: 373
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 373 | $30.0M | $616,924 | $1.4M |
| 2023 | 448 | $26.3M | $596,591 | $1.5M |
| 2022 | 438 | $26.8M | $546,915 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $72,148 | $57,685 | $7,005 | — | — |
| 2023 | $71,081 | $71,081 | — | — | — |
| 2022 | $69,000 | $69,000 | — | — | — |