# Upson County Hospital, INC. Dba Upson Regional Medical Center 401(k) Plan
Source: https://planprovider.pro/companies/upson-county-hospital-inc-dba-upson-regional-medical-center-401k-plan

> Upson County Hospital, INC. Dba Upson Regional Medical Center's 401(k) plan: 786 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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