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Original filing (PDF)20251013151454NAL0000754627002
TIFT REGIONAL HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
TIFT REGIONAL HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Signals · 1
26% in single holding
Active participants
2,531
Accounts w/ balance
4,543
Plan assets (EOY)
$406.0M
Net assets (EOY)
$406.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TFLIC Fixed fund" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIFT REGIONAL HEALTH SYSTEM, INC..
Plan sponsor
Name
TIFT REGIONAL HEALTH SYSTEM, INC.
EIN
45-3072990
Address
649-8 S. MILLEDGE AVE. · ATHENS, GA · 30605
Phone
(229) 382-7120
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DRAFFIN & TUCKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $201K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS INC | 58-2608124 | — | INVESTMENT ADVISOR | $198K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
Investments
29 direct securities· $322.9M(80% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TFLIC Fixed fund | — | — | — | $83.0M | 20.4% | |
| Vanguard Institutional Index I, 138,848 shares | — | — | — | $66.5M | 16.4% | |
| Dimensional DFA US Large Cap Value I, 694,559 shares | — | — | — | $34.2M | 8.4% | |
| Vanguard Mid Cap Index I, 375,512 shares | — | — | — | $27.1M | 6.7% | |
| Vanguard Small Cap Index Adm, 127,580 shares | — | — | — | $14.7M | 3.6% | |
| Dimensional DFA US Small Cap Value I, 241,831 shares | — | — | — | $11.7M | 2.9% | |
| BlackRock Health SciencesOpps Instl, 171,853 shares | — | — | — | $11.6M | 2.8% | |
| PIMCO Total Return Instl, 1,356,973 shares | — | — | — | $11.5M | 2.8% | |
| TIAA-CREF Lifecycle Index 2035 Premier, 244,414 shares | — | — | — | $6.5M | 1.6% | |
| TIAA-CREF Lifecycle Index 2030 Premier, 242,044 shares | — | — | — | $5.8M | 1.4% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst, 362,622 shares | — | — | — | $5.8M | 1.4% | |
| Participants 9.50%) | — | — | — | $4.3M | 1.1% | |
| Dimensional DFA Emerging Markets Core Equity I, 183,748, shares | — | — | — | $4.3M | 1.1% | |
| TIAA-CREF Lifecycle Index 2040 Premier, 141,920 shares | — | — | — | $4.1M | 1.0% | |
| TIAA-CREF Lifecycle Index 2025 Premier, 176,187 shares | — | — | — | $3.7M | 0.9% | |
| TIAA-CREF Lifecycle Index 2010 Premier, 227,748 shares | — | — | — | $3.7M | 0.9% | |
| TIAA-CREF Lifecycle Index 2060 Premier, 173,449 shares | — | — | — | $3.5M | 0.9% | |
| TIAA-CREF Lifecycle Index 2020 Premier, 169,301 shares | — | — | — | $3.2M | 0.8% | |
| TIAA-CREF Lifecycle Index 2050 Premier, 100,503 shares | — | — | — | $3.1M | 0.8% | |
| TIAA-CREF Lifecycle Index 2045 Premier, 76,066 shares | — | — | — | $2.3M | 0.6% | |
| TIAA-CREF Lifecycle Index 2015 Premier, 137,639 shares | — | — | — | $2.3M | 0.6% | |
| TIAA-CREF Lifecycle Index 2055 Premier, 80,159 shares | — | — | — | $2.0M | 0.5% | |
| Vanguard Dvlp Mrkts Indx Admrl, 122,950 shares | — | — | — | $1.9M | 0.5% | |
| Fidelity US Bond Index, 147,098 shares | — | — | — | $1.5M | 0.4% | |
| Nuveen High Yield R6, 138,990 shares | — | — | — | $1.2M | 0.3% | |
| Dimensional | — | — | — | $1.2M | 0.3% | |
| Nuveen | — | — | — | $1.0M | 0.2% | |
| TIAA-CREF Real Estate Sec Instl, 49,167 shares | — | — | — | $885K | 0.2% | |
| Personal Choice Self-Directed Funds, 134,271 shares | — | — | — | $134K | <0.1% |