# Baylor Scott & White Holdings 401(k) Plan
Source: https://planprovider.pro/companies/baylor-scott-white-holdings-401k-plan-002

> Baylor Scott & White Holdings's 401(k) plan: 46,788 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/haynes-and-boone-llp) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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