Plan Snapshot
- Plan Sponsor: East Georgia Healthcare Center INC.
- Sponsor EIN: 582001607
- Sponsor Address: 215 N COLEMAN ST, SWAINSBORO, GA, 30401
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 204
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 204 | $4.8M | $131,800 | $434,276 |
| 2023 | 179 | $4.2M | $108,575 | $399,969 |
| 2022 | 188 | $3.6M | $109,241 | $389,045 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $6,440 | $25,967 | $32,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,407
- Estimated Expense Ratio: 0.678% 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 | $5,840 | — | $5,840 | — | — |
| 2023 | $5,262 | — | $5,262 | — | — |
| 2022 | $7,808 | — | $7,808 | — | — |