Plan Snapshot
- Plan Sponsor: Upson County Hospital, INC. Dba Upson Regional Medical Center
- Sponsor EIN: 581734026
- Sponsor Address: 801 WEST GORDON STREET, THOMASTON, GA, 30286
- Plan Type: 401(k)
- Total Participants: 786
- Total Assets: $36.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 786 | $36.8M | $785,725 | $2.6M |
| 2023 | 805 | $36.5M | $760,777 | $2.5M |
| 2022 | 783 | $33.5M | $481,653 | $2.2M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $40,961 | — | $40,961 |
| 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: $40,961
- Estimated Expense Ratio: 0.111% 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 | $44,292 | — | — | — | — |
| 2023 | $37,929 | — | $37,929 | — | — |
| 2022 | $33,478 | — | $33,478 | — | — |