Plan Snapshot
- Plan Sponsor: Tift Regional Health System, INC.
- Sponsor EIN: 453072990
- Sponsor Address: 649-8 S. MILLEDGE AVE., ATHENS, GA, 30605
- Plan Type: 403(b)
- Total Participants: 2,531
- Total Assets: $406.0M
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 | 2,531 | $406.0M | $7.2M | $11.1M |
| 2023 | 2,561 | $376.0M | $7.3M | $11.0M |
| 2022 | 2,657 | $329.3M | $6.6M | $10.3M |
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 |
|---|---|---|---|---|
| DRAFFIN & TUCKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRAFFIN & TUCKER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $399,730 | $198,232 | — | — | — |
| 2023 | $414,241 | $244,548 | — | — | — |
| 2022 | $287,004 | $138,948 | — | — | — |