Plan Snapshot
- Plan Sponsor: Au Health System, INC.
- Sponsor EIN: 272999718
- Sponsor Address: 1120 15TH STREET OR 02, AUGUSTA, GA, 309120004
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $8.2M | $12.6M |
| 2023 | 5,098 | $325.9M | $12.3M | $18.4M |
| 2022 | 4,820 | $278.9M | $12.0M | $17.4M |
| 2019 | 3,949 | $226.8M | $0 | $0 |
| 2018 | 3,890 | $180.7M | $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 | $1,085,876 | — | $1,085,876 |
| 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: $1,085,876
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 | $728,154 | — | $724,995 | — | — |
| 2023 | $542,938 | — | $542,938 | — | — |
| 2022 | $330,006 | — | $329,929 | — | — |
| 2019 | $271,494 | — | $270,426 | — | — |
| 2018 | $216,921 | — | $216,921 | — | — |