Plan Snapshot
- Plan Sponsor: Children'S Medical Center Of Dallas
- Sponsor EIN: 750800628
- Sponsor Address: 1935 MEDICAL DISTRICT DR, DALLAS, TX, 752357701
- Plan Type: DC
- Total Participants: 10,846
- Total Assets: $507.0M
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 | 10,846 | $507.0M | $53.3M | $0 |
| 2023 | 10,127 | $413.0M | $47.8M | $0 |
| 2022 | 8,601 | $318.3M | $38.3M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS | AUDITOR | $24,150 | — | $24,150 |
| BENEFIT FUNDING SERVICES GROUP | CONSULTING | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — AUDITOR
- BENEFIT FUNDING SERVICES GROUP — CONSULTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,650
- Estimated Expense Ratio: 0.007% 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 | -$359,165 | — | — | $24,150 | — |
| 2023 | -$272,567 | — | — | — | — |
| 2022 | -$196,663 | — | — | — | — |