Plan Snapshot
- Plan Sponsor: Southeast Georgia Health System, INC.
- Sponsor EIN: 581911751
- Sponsor Address: 2415 PARKWOOD DRIVE, BRUNSWICK, GA, 31520
- Plan Type: 403(b)
- Total Participants: 2,528
- Total Assets: $203.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,528 | $203.8M | $8.1M | $10.4M |
| 2023 | 2,710 | $180.6M | $7.6M | $10.1M |
| 2022 | 2,558 | $154.1M | $7.1M | $9.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $438,178 | — | $438,178 |
| NEW EDGE ADVISORS, LLC | INVESTMENT ADVISOR | $160,477 | — | $160,477 |
| RETIREMENT PLAN ADMINISTRATORS, LLC | CONTRACT ADMIN | $52,287 | — | $52,287 |
| JACOBS, COOLIDGE & COMPANY, LLC | INVESTMENT ADVISOR | $38,420 | — | $38,420 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | CONTRACT ADMIN | $17,186 | — | $17,186 |
| EMPOWER ADVISORY GROUP, LLP | INVESTMENT MGMT | $9,038 | — | $9,038 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $715,586
- Estimated Expense Ratio: 0.351% 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 | $449,823 | — | $449,823 | — | — |
| 2023 | $484,378 | — | $484,378 | — | — |
| 2022 | $559,630 | $323,270 | $173,828 | — | $62,532 |