Plan Snapshot
- Plan Sponsor: Baylor Scott & White Holdings
- Sponsor EIN: 463130985
- Sponsor Address: 301 N. WASHINGTON AVENUE, DALLAS, TX, 75246
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.2M
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 | 0 | $1.2M | $1.9M | $0 |
| 2023 | 167 | $53.7M | $0 | $0 |
| 2022 | 173 | $67.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | $28,560 | — | $28,560 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,560
- Estimated Expense Ratio: 2.445% 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 | $1,174,734 | $598,903 | $127,353 | $28,560 | — |
| 2023 | $1,006,245 | $572,559 | $233,171 | $24,675 | — |
| 2022 | $467,409 | $236,488 | $230,921 | — | — |