# Heart Of Texas Memorial Hospital 403(b) Plan
Source: https://planprovider.pro/companies/heart-of-texas-memorial-hospital-403b-plan

> Heart Of Texas Memorial Hospital's 403(b) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heart Of Texas Memorial Hospital

- **Sponsor EIN:** 320326595

- **Sponsor Address:** 2008 NINE ROAD, BRADY, TX, 76825

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

- **Total Participants:** 165

- **Total Assets:** $3.4M

## 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.|

| 2024|165|$3.4M|$264,652|$163,393|

| 2023|173|$3.0M|$99,771|$117,050|

| 2022|172|$2.7M|$0|$170,199|

| 2020|129|$3.0M|$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|

| D & CO., LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$1,584|—|$1,584|—|—|

| 2023|$1,093|—|$1,093|—|—|

| 2022|$1,020|—|$1,020|—|—|

| 2020|$4,499|—|$4,499|—|—|

## Similar Plans

- [Texas Medical Center](https://planprovider.pro/companies/texas-medical-center-401k-plan) — 164 participants

- [Kell West Regional Hospital, LLC](https://planprovider.pro/companies/kell-west-regional-hospital-llc-401k-plan) — 161 participants

- [Columbus Community Hospital](https://planprovider.pro/companies/columbus-community-hospital-401k-plan) — 179 participants

- [Southlake Specialty Hosp LLP](https://planprovider.pro/companies/southlake-specialty-hosp-llp-401k-plan) — 148 participants

- [Physicians Medical Center, LLC Dba Texas Health Center For Diagnostics](https://planprovider.pro/companies/physicians-medical-center-llc-dba-texas-health-center-for-diagnostics-401k-plan) — 189 participants

- [Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center](https://planprovider.pro/companies/esperanza-health-systems-ltd-dba-la-hacienda-treatment-center-401k-plan) — 140 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heart-of-texas-memorial-hospital-403b-plan)

© 2026 PlanProvider.Pro