Plan Snapshot
- Plan Sponsor: Baylor College Of Medicine
- Sponsor EIN: 741613878
- Sponsor Address: ONE BAYLOR PLAZA MS BCM203, HOUSTON, TX, 77030
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 5,857
- Total Assets: $75.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,857 | $75.7M | $4.6M | $875,348 |
| 2023 | 5,772 | $63.7M | $4.3M | $803,341 |
| 2022 | 5,572 | $51.7M | $3.9M | $824,000 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $291,182 | — | $291,182 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $291,182
- Estimated Expense Ratio: 0.384% 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 | $291,182 | — | $291,182 | — | — |
| 2023 | $279,706 | — | $279,706 | — | — |
| 2022 | $253,497 | — | $253,497 | — | — |