Filings through Oct 24, 2026.

Retirement plan

Au Health Systems, Inc. 401(a) Retirement Savings Plan

Name: WELLSTAR MCG HEALTH INC. - AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: WELLSTAR MCG HEALTH INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN, WELLSTAR MCG HEALTH INC.

Wellstar MCG Health Inc.EIN 27-2999718Plan #005PY 2025

793 SAWYER ROAD - MARIETTA, GA 30062470-644-0100LinkedIn1-10 employees

Prospect flagsLow returnsLow employer contributionFew collective trustsFund lineup: 19 funds, $113M

How to read this page

Total assets (EOY)

$113.5M

No prior year

Total participants

2,391

No prior year

Average account balance

$47,477

No prior year

Annual return

11.44%

No prior year

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 12 · EIN 13-3689044	Float revenue; Claims processing; Dir...	$108,283
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Fund lineup

CSV with Pro

19 funds of $250K or more; 16 lines in all, holding $113M of the plan's $114M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).

In collective trusts0%median 0% for plans of $50M to $250M (12,424 plans)

In index funds50%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series36%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages	Vanguard	Mutual fund	$41.0M	36.3%
Stock Index I Transamerica Life Ins Co Transamerica Transamerica (Aegon) · Mutual fund IndexRecordkeeper's own fund	Transamerica (Aegon)	Mutual fund	$24.1M	21.3%
Money Market Fund Vanguard Vanguard · Money market Index	Vanguard	Money market	$12.2M	10.8%
Index InstlPlus Vanguard Vanguard · Mutual fund Index	Vanguard	Mutual fund	$8.6M	7.6%
Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$7.1M	6.3%
MFS International Diversification Fund MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$6.9M	6.1%
Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.0M	3.5%
Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.6M	3.2%
Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.1M	1.9%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.5M	1.3%

See the other 6 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$108K

$66 / participant

Recordkeeping$108K100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CARR RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 12 · EIN 13-3689044

Float revenue; Claims processing; Dir...

$108,283

NATIONAL FINANCIAL SERVICES1+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 9 vintages

$41.0M

36.3%

Stock Index I Transamerica Life Ins Co Transamerica

Transamerica (Aegon) · Mutual fund

IndexRecordkeeper's own fund

$24.1M

21.3%

Money Market Fund Vanguard

Vanguard · Money market

Index

$12.2M

10.8%

Index InstlPlus Vanguard

Vanguard · Mutual fund

Index

$8.6M

7.6%

Vanguard Mid-Cap Index Fund Institutional Shares

Vanguard · Mutual fund

$7.1M

6.3%

MFS International Diversification Fund

MFS (Sun Life) · Mutual fund

$6.9M

6.1%

Vanguard Small-Cap Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$4.0M

3.5%

Vanguard Total Bond Market Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$3.6M

3.2%

Vanguard Growth Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$2.1M

1.9%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$1.5M

1.3%

Au Health Systems, Inc. 401(a) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Au Health Systems, Inc. 401(a) Retirement Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion