Plan Snapshot
- Plan Sponsor: Au Health System, INC.
- Sponsor EIN: 272999718
- Sponsor Address: 1120 15TH STREET OR 02, AUGUSTA, GA, 309120004
- Plan Type: 401(k)
- Total Participants: 1,699
- Total Assets: $113.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,699 | $113.2M | $0 | $0 |
| 2023 | 1,478 | $120.3M | $0 | $0 |
| 2022 | 2,493 | $114.5M | $0 | $0 |
| 2019 | 3,962 | $129.5M | $0 | $0 |
| 2018 | 3,904 | $119.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $171,549 | — | $171,549 | — | — |
| 2023 | $146,947 | — | $146,947 | — | — |
| 2022 | $79,926 | — | $79,926 | — | — |
| 2019 | $143,050 | — | $143,050 | — | — |
| 2018 | $135,227 | — | $135,227 | — | — |