Plan Snapshot
- Plan Sponsor: Methodist Hospitals Of Dallas
- Sponsor EIN: 750800661
- Sponsor Address: PO BOX 655999, DALLAS, TX, 752655999
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 15,121
- Total Assets: $484.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 15,121 | $484.3M | $0 | $0 |
| 2024 | 11,286 | $387.9M | $37.8M | $0 |
| 2023 | 10,490 | $334.8M | $32.2M | $0 |
| 2022 | 9,508 | $280.3M | $27.5M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS INC | Other Service Provider | $82,475 | — | $82,475 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,475
- Estimated Expense Ratio: 0.017% 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 |
|---|---|---|---|---|---|
| 2025 | $26,821,578 | — | — | — | — |
| 2024 | $66,045 | $61,577 | — | — | — |
| 2023 | $98,435 | $60,696 | — | — | — |
| 2022 | $69,103 | $69,103 | — | — | — |