Plan Snapshot
- Plan Sponsor: Texas Hospital Association
- Sponsor EIN: 844311773
- Sponsor Address: 1108 LAVACA, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $208.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $208.5M | $0 | $0 |
| 2023 | 0 | $26.4M | $0 | $0 |
| 2022 | 0 | $21.0M | $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 |
|---|---|---|---|---|
| RUDD AND WISDOM, INC. | Other Service Provider | $105,387 | — | $105,387 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $55,734 | — | $55,734 |
| FORVIS MAZARS, LLP | Other Service Provider | $23,627 | — | $23,627 |
| AON INVESTMENTS | Other Service Provider | $11,026 | — | $11,026 |
| TEXAS HOSPITAL ASSOCIATION | Other Service Provider | $7,920 | — | $7,920 |
| JACKSON & CARTER PLLC | Other Service Provider | $6,271 | — | $6,271 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,965
- Estimated Expense Ratio: 0.101% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |