Plan Snapshot
- Plan Sponsor: Baylor Scott & White Holdings
- Sponsor EIN: 463130985
- Sponsor Address: 301 N. WASHINGTON AVENUE, DALLAS, TX, 75246
- Plan Type: 401(k)
- Total Participants: 46,788
- Total Assets: $4.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 46,788 | $4.7B | $150.6M | $222.0M |
| 2023 | 45,398 | $4.1B | $142.5M | $204.1M |
| 2022 | 42,740 | $3.4B | $134.5M | $184.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $2,537,091 | — | $2,537,091 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $1,215,478 | — | $1,215,478 |
| FORVIS MAZARS LLP | NONE | $84,525 | — | $84,525 |
| HAYNES AND BOONE LLP | NONE | $13,402 | — | $13,402 |
| WILLIS TOWERS WATSON US LLC | NONE | $13,289 | — | $13,289 |
| QDRO CONSULTANTS COMPANY, LLC | NONE | $7,650 | — | $7,650 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNES AND BOONE LLP — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,871,435
- Estimated Expense Ratio: 0.083% 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 | $3,673,375 | — | — | — | — |
| 2023 | $3,015,798 | $2,231,291 | — | $40,825 | — |
| 2022 | $2,491,707 | $40,710 | — | — | $36,207 |