Plan Snapshot
- Plan Sponsor: Augusta Health Care
- Sponsor EIN: 541453954
- Sponsor Address: 78 MEDICAL CENTER DRIVE, FISHERSVILLE, VA, 229390000
- Plan Type: 403(b)
- Total Participants: 2,836
- Total Assets: $149.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,836 | $149.3M | $0 | $16.7M |
| 2023 | 2,721 | $126.1M | $0 | $14.6M |
| 2022 | 2,542 | $100.8M | $0 | $13.1M |
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 |
|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE | RECORDKEEPER | $131,211 | — | $131,211 |
| 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: $131,211
- Estimated Expense Ratio: 0.088% 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 | $131,211 | — | — | — | — |
| 2023 | $257,362 | — | — | — | — |
| 2022 | $247,762 | — | — | — | — |