Plan Snapshot
- Plan Sponsor: Methodist Hospitals Of Dallas
- Sponsor EIN: 750800661
- Sponsor Address: P.O. BOX 655999, DALLAS, TX, 752655999
- Plan Type: 403(b)
- Total Participants: 11,274
- Total Assets: $759.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 11,274 | $759.0M | $0 | $65.3M |
| 2023 | 10,343 | $657.2M | $376 | $59.1M |
| 2022 | 9,350 | $554.2M | $0 | $56.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS INC | NONE | $182,196 | — | $182,196 |
| CREATIVE PLANNING HOLDCO LLC | NONE | $56,550 | — | $56,550 |
| WHITLEY PENN LLP | NONE | $54,100 | — | $54,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS INC — NONE
- CREATIVE PLANNING HOLDCO LLC — NONE
- WHITLEY PENN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $292,846
- Estimated Expense Ratio: 0.039% 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 | $5,345 | — | — | — | — |
| 2023 | $4,631 | — | — | — | — |
| 2022 | $200,418 | $200,418 | — | — | — |