AUMdb

Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan

Sponsored by Southeast Georgia Health System, Inc. · EIN 581911751 · Plan #002

Total assets
$204M
Net assets
$204M
Active participants
2,528
With balances
3,538

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Newedge Advisors, Llc CRD 171351 fuzzy_auto · 96% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $438,178
New Edge Advisors, Llc Investment advisory (plan) $160,477
Retirement Plan Administrators, Llc Insurance brokerage commissions $52,287
Jacobs, Coolidge & Company, Llc Investment advisory (plan) $38,420
Ascensus Holdings Inc Dba Futurepla Contract administrator $17,186
Empower Advisory Group, Llp Investment management $9,038