Plan Snapshot
- Plan Sponsor: Doctors Hospital At Renaissance
- Sponsor EIN: 742802643
- Sponsor Address: 5501 S. MCCOLL ROAD, EDINBURG, TX, 78539
- Plan Type: 401(k)
- Total Participants: 5,621
- Total Assets: $210.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 5,621 | $210.2M | $3.7M | $20.8M |
| 2023 | 5,357 | $189.6M | $3.6M | $19.4M |
| 2022 | 4,865 | $155.4M | $3.1M | $16.8M |
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 |
|---|---|---|---|---|
| SMITH, FANKHAUSER VOIGT & WATSON, P | Auditor | $29,500 | — | $29,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,500
- Estimated Expense Ratio: 0.014% 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 | $464,681 | $62,507 | — | $29,500 | — |
| 2023 | $469,759 | $86,400 | — | $26,500 | — |
| 2022 | $443,231 | $57,791 | — | — | $20,875 |