# Memorial Hermann Health System DC Plan
Source: https://planprovider.pro/companies/memorial-hermann-health-system-plan-002

> Memorial Hermann Health System's DC plan: 32,735 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Memorial Hermann Health System

- **Sponsor EIN:** 741152597

- **Sponsor Address:** 929 GESSNER, SUITE 2700, HOUSTON, TX, 77024

- **Plan Type:** DC

- **Total Participants:** 32,735

- **Total Assets:** $3.3B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|32,735|$3.3B|$122.2M|$229.0M|

| 2023|33,543|$2.8B|$111.3M|$205.9M|

| 2022|30,949|$2.2B|$96.9M|$182.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$1,176,255|—|$1,176,255|

| STRATEGIC ADVISORS, INC.|ADVISOR|$1,139,525|—|$1,139,525|

| TOWERS WATSON INVESTMENT SERVICES,|INVESTMENT ADVISOR|$78,650|—|$78,650|

| MCCONNELL & JONES LLP|ACCOUNTANT/AUDITOR|$17,500|—|$17,500|

| SEYFARTH SHAW LLP|ATTORNEY/LEGAL|$5,673|—|$5,673|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MCCONNELL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — ACCOUNTANT/AUDITOR

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — ATTORNEY/LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,417,603

- **Estimated Expense Ratio:** 0.073% 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|$2,412,165|$1,139,525|$4,500|$17,500|—|

| 2023|$2,198,686|$953,817|$4,800|$16,500|—|

| 2022|$2,138,099|$730,849|—|—|—|

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