# Augusta Health Care Retirement Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/augusta-health-care-retirement-savings-plan-401k-plan

> Augusta Health Care Retirement Savings Plan's 401(k) plan: 2,826 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 Retirement Savings Plan

- **Sponsor EIN:** 541453954

- **Sponsor Address:** 78 MEDICAL CENTER DRIVE, FISHERSVILLE, VA, 229390000

- **Plan Type:** 401(k)

- **Total Participants:** 2,826

- **Total Assets:** $115.8M

## 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|2,826|$115.8M|$9.2M|$0|

| 2023|2,593|$101.5M|$7.8M|$0|

| 2022|2,433|$86.9M|$6.9M|$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|

| PRUDENTIAL RETIREMENT INSURANCE|RECORDKEEPER|$185,275|—|$185,275|

| 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:** $185,275

- **Estimated Expense Ratio:** 0.160% 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|$185,275|—|—|—|—|

| 2023|$201,367|—|—|—|—|

| 2022|$207,042|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/augusta-health-care-retirement-savings-plan-401k-plan)

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