# Northeast Georgia Health System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ne-georgia-health-system-inc-401k-plan

> Northeast Georgia Health System, INC.&#39;s 401(k) plan: 11,682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASCENSUS LLC|NONE|$796,631|—|$796,631|

| NEXTCAPITAL GROUP, INC.|NONE|$21,695|—|$21,695|

| 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:** $818,326

- **Estimated Expense Ratio:** 0.097% 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|$601,789|$21,695|$580,094|—|—|

| 2023|$667,467|$17,593|$649,874|—|—|

| 2022|$586,640|$17,416|$569,224|—|—|

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