Plan Snapshot
- Plan Sponsor: Texas Children'S
- Sponsor EIN: 760461578
- Sponsor Address: 6621 FANNIN ST, HOUSTON, TX, 77030
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 20,766
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 20,766 | $2.5B | $0 | $0 |
| 2024 | 15,602 | $2.1B | $34.5M | $125.8M |
| 2023 | 16,971 | $1.8B | $32.5M | $115.3M |
| 2022 | 15,456 | $1.5B | $29.8M | $104.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $578,466 | — | $578,466 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $403,258 | — | $403,258 |
| AON INVESTMENTS USA INC. | Other Service Provider | $93,403 | — | $93,403 |
| MCCONNELL & JONES LLP | Auditor | $23,692 | — | $23,692 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,098,819
- Estimated Expense Ratio: 0.044% 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 | $174,199,331 | $403,258 | $5,100 | $23,692 | — |
| 2024 | $1,183,187 | $426,904 | $3,900 | $22,330 | — |
| 2023 | $950,269 | $355,271 | $3,600 | $20,700 | — |
| 2022 | $818,800 | $202,964 | — | — | — |