Plan Snapshot
- Plan Sponsor: Baylor College Of Medicine
- Sponsor EIN: 741613878
- Sponsor Address: ONE BAYLOR PLAZA BCM200, HOUSTON, TX, 770303411
- Plan Type: 403(b)
- Total Participants: 13,672
- Total Assets: $2.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 13,672 | $2.2B | $0 | $122.0M |
| 2023 | 13,205 | $1.9B | $0 | $105.6M |
| 2022 | 12,679 | $1.6B | $0 | $95.1M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $831,518 | — | $831,518 |
| THE AYCO CO. | OTHER SERVICE PROVIDER | $155,535 | — | $155,535 |
| TIAA | RECORDKEEPER | $74,958 | — | $74,958 |
| AON HEWITT | CONSULTANT | $55,124 | — | $55,124 |
| DOEREN MAYHEW ASSURANCE | PROFESSIONAL SVCS | $16,500 | — | $16,500 |
| NORTON ROSE FULBRIGHT LLP | PROFESSIONAL SVCS | $15,753 | — | $15,753 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- THE AYCO CO. — OTHER SERVICE PROVIDER
- TIAA — RECORDKEEPER
- DOEREN MAYHEW ASSURANCE — PROFESSIONAL SVCS
- NORTON ROSE FULBRIGHT LLP — PROFESSIONAL SVCS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,149,388
- Estimated Expense Ratio: 0.053% 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 | $1,149,388 | $55,124 | $74,958 | $16,500 | — |
| 2023 | $1,002,159 | $44,990 | $58,227 | $15,000 | — |
| 2022 | $1,068,186 | — | $73,327 | — | $235,633 |