# Baylor College Of Medicine 403(b) Plan
Source: https://planprovider.pro/companies/baylor-college-of-medicine-403b-plan

> Baylor College Of Medicine's 403(b) plan: 13,672 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [THE AYCO CO.](https://planprovider.pro/provider/goldman-sachs) — OTHER SERVICE PROVIDER

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — PROFESSIONAL SVCS

- [NORTON ROSE FULBRIGHT LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baylor-college-of-medicine-403b-plan)

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