Plan Snapshot
- Plan Sponsor: Methodist Hospitals Of Dallas
- Sponsor EIN: 750800661
- Sponsor Address: P.O. BOX 655999, DALLAS, TX, 752655999
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 17,325
- Total Assets: $927.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 17,325 | $927.9M | $0 | $0 |
| 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 | Other Service Provider | $250,547 | — | $250,547 |
| WHITLEY PENN LLP | Other Service Provider | $86,180 | — | $86,180 |
| CREATIVE PLANNING HOLDCO LLC | Other Service Provider | $58,812 | — | $58,812 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $395,539
- Estimated Expense Ratio: 0.043% 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 | $67,060,931 | — | — | — | — |
| 2024 | $5,345 | — | — | — | — |
| 2023 | $4,631 | — | — | — | — |
| 2022 | $200,418 | $200,418 | — | — | — |