Texas Heart Institute DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Texas Heart Institute
  • Sponsor EIN: 746053200
  • Sponsor Address: 6770 BERTNER, HOUSTON, TX, 770302604
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 58
  • Total Assets: $7.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202358$7.5M$210,000$0
202261$6.4M$165,000$0

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