# Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. 401(k) Plan
Source: https://planprovider.pro/companies/successor-trustees-of-the-tx-hosp-ass-ret-plan-for-mem-hosp-742672021-001

> Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Contractors Insurance Trust](https://planprovider.pro/companies/contractors-insurance-trust-760481929-501) — 14,017 participants

- [The Contractors Plan Trust](https://planprovider.pro/companies/the-contractors-plan-trust-200746005-501) — 13,280 participants

- [Flooring Services, LLC](https://planprovider.pro/companies/flooring-services-llc-751910910-501) — 1,415 participants

- [Texas Medical Association Ins Welfare Benefits Fund](https://planprovider.pro/companies/texas-medical-association-ins-welfare-benefits-fund-826854930-501) — 660 participants

- [Tasty King, LLC](https://planprovider.pro/companies/tasty-king-llc-401k-plan) — 496 participants

- [Valora Medical Group](https://planprovider.pro/companies/valora-medical-group-862167210-501) — 302 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/successor-trustees-of-the-tx-hosp-ass-ret-plan-for-mem-hosp-742672021-001)

© 2026 PlanProvider.Pro