# Phoebe Putney Health System, INC. DB Plan
Source: https://planprovider.pro/companies/phoebe-putney-health-system-inc-plan-001

> Phoebe Putney Health System, INC.'s DB plan: 714 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:** 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — NONE

- [DRAFFIN AND 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:** $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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/phoebe-putney-health-system-inc-plan-001)

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