Plan Snapshot
- Plan Sponsor: Northeast Georgia Health System, INC.
- Sponsor EIN: 581694090
- Sponsor Address: 743 SPRING ST SE, GAINESVILLE, GA, 30501
- Plan Type: 401(k)
- Total Participants: 11,682
- Total Assets: $847.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 11,682 | $847.5M | $33.8M | $64.2M |
| 2023 | 10,904 | $710.2M | $27.3M | $59.5M |
| 2022 | 9,952 | $554.1M | $22.5M | $50.0M |
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 |
|---|---|---|---|---|
| PYA, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $601,789 | $21,695 | $580,094 | — | — |
| 2023 | $667,467 | $17,593 | $649,874 | — | — |
| 2022 | $586,640 | $17,416 | $569,224 | — | — |