Plan Snapshot
- Plan Sponsor: Children'S Health System Of Texas
- Sponsor EIN: 750800628
- Sponsor Address: 1935 MEDICAL DISTRICT DR, DALLAS, TX, 752357701
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 14,302
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 14,302 | $1.1B | $0 | $0 |
| 2024 | 10,824 | $855.1M | $0 | $84.7M |
| 2023 | 10,097 | $711.5M | $0 | $73.4M |
| 2022 | 8,569 | $558.1M | $0 | $63.4M |
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 |
|---|---|---|---|---|
| BENEFITS FINANCIAL SERVICES GROUP | Other Service Provider | $62,500 | — | $62,500 |
| FORVIS MAZARS | Auditor | $24,807 | — | $24,807 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,307
- Estimated Expense Ratio: 0.008% 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 |
|---|---|---|---|---|---|
| 2025 | $74,874,759 | — | — | $24,807 | — |
| 2024 | -$488,418 | — | — | $24,150 | — |
| 2023 | -$356,839 | — | $2,100 | — | — |
| 2022 | -$335,886 | — | — | — | — |