# Phoebe Putney Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/phoebe-putney-health-system-inc-403b-plan

> Phoebe Putney Health System, INC.'s 403(b) plan: 4,666 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoebe Putney Health System, INC.

- **Sponsor EIN:** 581928247

- **Sponsor Address:** 417 3RD AVENUE, ALBANY, GA, 31703

- **Plan Type:** 403(b)

- **Total Participants:** 4,666

- **Total Assets:** $446.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|4,666|$446.2M|$6.8M|$23.3M|

| 2023|4,505|$398.0M|$7.0M|$22.3M|

| 2022|4,103|$344.9M|$6.4M|$21.0M|

## 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|

| CANNON FINANCIAL STRATEGISTS, INC.|CONSULTANT|$471,535|—|$471,535|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$313,881|—|$313,881|

| KINGSMARK PRIVATE FINANCIAL AD|ADVISOR|$17,381|—|$17,381|

| DRAFFIN & TUCKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [DRAFFIN & TUCKER, LLP](https://planprovider.pro/provider/draffin-and-tucker) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $802,797

- **Estimated Expense Ratio:** 0.180% 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|$805,568|$491,687|—|—|—|

| 2023|$693,866|$459,777|—|—|—|

| 2022|$725,422|$463,963|—|—|—|

## Similar Plans

- [Tanner Medical Center, INC](https://planprovider.pro/companies/tanner-medical-center-inc-401k-plan) — 4,631 participants

- [Au Health System, INC.](https://planprovider.pro/companies/au-health-system-inc-plan-001) — 5,098 participants

- [Hamilton Health Care System, INC.](https://planprovider.pro/companies/hamilton-health-care-system-inc-403b-plan) — 4,089 participants

- [University Health Services, INC.](https://planprovider.pro/companies/university-health-services-inc-403b-plan) — 3,971 participants

- [Floyd Healthcare Management](https://planprovider.pro/companies/floyd-healthcare-management-401k-plan) — 3,950 participants

- [Emory Healthcare, INC.](https://planprovider.pro/companies/emory-healthcare-inc-plan-003) — 2,981 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoebe-putney-health-system-inc-403b-plan)

© 2026 PlanProvider.Pro