Plan Snapshot
- Plan Sponsor: Phoebe Putney Health System, INC.
- Sponsor EIN: 582001014
- Sponsor Address: POST OFFICE BOX 1828, ALBANY, GA, 317021828
- Plan Type: DB
- Total Participants: 714
- Total Assets: $245.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 714 | $245.6M | $0 | $0 |
| 2023 | 808 | $247.6M | $19.7M | $0 |
| 2022 | 879 | $220.0M | $0 | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $160,570 | — | $160,570 |
| AON CONSULTING | NONE | $150,187 | — | $150,187 |
| ARROWSTREET | NONE | $101,332 | — | $101,332 |
| SILCHESTER INTERNATIONAL | NONE | $78,352 | — | $78,352 |
| STATE STREET | NONE | $67,955 | — | $67,955 |
| STATE STREET GLOBAL ADVISORS | NONE | $37,120 | — | $37,120 |
| AXIOM INTERNATIONAL | NONE | $13,756 | — | $13,756 |
| BLACKROCK | NONE | $6,811 | — | $6,811 |
| DRAFFIN AND TUCKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- AON CONSULTING — NONE
- DRAFFIN AND TUCKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $616,083
- Estimated Expense Ratio: 0.251% 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 | $607,943 | $379,418 | — | — | — |
| 2023 | $717,294 | $328,223 | — | — | — |
| 2022 | $678,674 | $344,705 | — | — | — |