Plan Snapshot
- Plan Sponsor: Shriners Hospitals For Children
- Sponsor EIN: 362193608
- Sponsor Address: 2900 ROCKY POINT DR., TAMPA, FL, 33631
- Plan Type: 403(b)
- Total Participants: 4,831
- Total Assets: $762.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,831 | $762.1M | $14.7M | $31.5M |
| 2023 | 4,597 | $688.4M | $13.1M | $29.0M |
| 2022 | 4,477 | $605.2M | $12.2M | $27.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $629,820 | $3,622 | — | — | — |
| 2023 | $693,906 | $2,901 | — | $15,225 | — |
| 2022 | $596,470 | $3,459 | — | — | — |