Plan Snapshot
- Plan Sponsor: Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.
- Sponsor EIN: 742672021
- Sponsor Address: 1108 LAVACA STREET, SUITE 700, AUSTIN, TX, 787012172
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $887.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $887.1M | $0 | $0 |
| 2023 | 0 | $785.4M | $0 | $0 |
| 2022 | 0 | $664.4M | $0 | $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 |
|---|---|---|---|---|
| RUDD & WISDOM, INC. | Other Service Provider | $1,849,395 | — | $1,849,395 |
| TEXAS HOSPITAL ASSOCIATION | Recordkeeper | $401,836 | — | $401,836 |
| MORGAN STANLEY INVESTMENT MGMT | Other Service Provider | $363,203 | — | $363,203 |
| AON INVESTMENT CONSULTING | Other Service Provider | $160,000 | — | $160,000 |
| FORVIS MAZARS LLP | Other Service Provider | $124,425 | — | $124,425 |
| INSURICA OF CENTRAL OKLAHOMA | Other Service Provider | $113,326 | — | $113,326 |
| NORTHERN TRUST COMPANY | Other Service Provider | $107,487 | — | $107,487 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $51,975 | — | $51,975 |
| JACKSON & CARTER | Other Service Provider | $11,099 | — | $11,099 |
| ARMANINO LLP | Other Service Provider | $10,820 | — | $10,820 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,193,566
- Estimated Expense Ratio: 0.360% 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 | $3,203,323 | $575,178 | $401,836 | $135,245 | — |
| 2023 | $3,061,503 | $540,843 | $397,260 | $84,920 | — |
| 2022 | $3,099,381 | $585,672 | $392,482 | — | $1,972,731 |