Plan Snapshot
- Plan Sponsor: Baylor Scott & White Holdings
- Sponsor EIN: 463130985
- Sponsor Address: 301 N. WASHINGTON AVENUE, DALLAS, TX, 75246
- Plan Type: 403(b)
- Total Participants: 4,877
- Total Assets: $647.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 4,877 | $647.4M | $0 | $35.7M |
| 2023 | 5,066 | $579.5M | $0 | $34.0M |
| 2022 | 5,360 | $487.6M | $0 | $30.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $231,264 | $173,051 | — | — | — |
| 2023 | $198,427 | $143,388 | — | $2,500 | — |
| 2022 | $159,044 | — | — | — | — |