# Cook Childrens Health Care System 403(b) Plan
Source: https://planprovider.pro/companies/cook-childrens-health-care-system-403b-plan

> Cook Childrens Health Care System's 403(b) plan: 10,459 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cook Childrens Health Care System

- **Sponsor EIN:** 752705881

- **Sponsor Address:** 801 SEVENTH AVENUE, FORT WORTH, TX, 76104

- **Plan Type:** 403(b)

- **Total Participants:** 10,459

- **Total Assets:** $805.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|10,459|$805.1M|$0|$66.1M|

| 2023|9,804|$690.3M|$0|$60.5M|

| 2022|8,893|$563.0M|$0|$52.3M|

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$361,551|—|$361,551|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $361,551

- **Estimated Expense Ratio:** 0.045% 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|$190,311|—|$190,311|—|—|

| 2023|$165,464|—|—|—|—|

| 2022|$289,959|—|—|—|—|

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