# Augusta Health Care 403(b) Plan
Source: https://planprovider.pro/companies/augusta-health-care-403b-plan

> Augusta Health Care's 403(b) plan: 2,836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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