# Texas Children'S 403(b) Plan
Source: https://planprovider.pro/companies/texas-children-s-403b-plan

> Texas Children'S's 403(b) plan: 15,602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Children'S

- **Sponsor EIN:** 760461578

- **Sponsor Address:** 6621 FANNIN ST, HOUSTON, TX, 77030

- **Plan Type:** 403(b)

- **Total Participants:** 15,602

- **Total Assets:** $2.1B

## 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.|

| 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|$737,937|—|$737,937|

| STRATEGIC ADVISORS, INC.|ADVISOR|$335,779|—|$335,779|

| AON INVESTMENTS USA INC.|INVESTMENT ADVISOR|$91,125|—|$91,125|

| MCCONNELL & JONES LLP|ACCOUNTANT/AUDITOR|$22,330|—|$22,330|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MCCONNELL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,187,171

- **Estimated Expense Ratio:** 0.055% 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|$1,183,187|$426,904|$3,900|$22,330|—|

| 2023|$950,269|$355,271|$3,600|$20,700|—|

| 2022|$818,800|$202,964|—|—|—|

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