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: 1,059
- Total Assets: $107.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,059 | $107.7M | $0 | $0 |
| 2023 | 1,288 | $113.1M | $0 | $38 |
| 2022 | 337 | $33.7M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $14,577 | — | $14,577 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,577
- Estimated Expense Ratio: 0.014% 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 | $14,535 | $14,577 | — | — | — |
| 2023 | $28,605 | $10,340 | $600 | — | — |
| 2022 | $30,328 | $9,384 | — | — | — |