# Au Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/au-health-system-inc-401k-plan

> Au Health System, INC.'s 401(k) plan: 1,699 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$171,549|—|$171,549|

| 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:** $171,549

- **Estimated Expense Ratio:** 0.152% of plan assets

### 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|—|—|

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