Plan Snapshot
- Plan Sponsor: Texas Health Resources
- Sponsor EIN: 752702388
- Sponsor Address: 612 E. LAMAR BLVD SUITE 900, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 29,435
- Total Assets: $3.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 29,435 | $3.3B | $109.3M | $182.5M |
| 2023 | 29,682 | $2.9B | $102.0M | $167.7M |
| 2022 | 27,002 | $2.4B | $88.0M | $148.0M |
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 |
|---|---|---|---|---|
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
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 | $2,145,161 | $1,643,092 | $4,800 | — | — |
| 2023 | $2,085,695 | $1,453,595 | $3,900 | — | — |
| 2022 | $2,274,530 | $1,473,086 | — | — | — |