# Texas Health Resources 401(k) Plan
Source: https://planprovider.pro/companies/texas-health-resources-401k-plan-008

> Texas Health Resources's 401(k) plan: 29,435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$1,643,084|—|$1,643,084|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$444,971|—|$444,971|

| CALLAN LLC|CONSULTANT|$62,500|—|$62,500|

| KPMG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [KPMG, LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,150,555

- **Estimated Expense Ratio:** 0.065% 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|$2,145,161|$1,643,092|$4,800|—|—|

| 2023|$2,085,695|$1,453,595|$3,900|—|—|

| 2022|$2,274,530|$1,473,086|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/texas-health-resources-401k-plan-008)

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