Plan Snapshot
- Plan Sponsor: Texas Scottish Rite Hospital For Children
- Sponsor EIN: 750818178
- Sponsor Address: 2222 WELBORN STREET, DALLAS, TX, 75219
- Plan Type: DB
- Plan Number: 001
- Total Participants: 138
- Total Assets: $221.6M
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 | 138 | $221.6M | $6.5M | $0 |
| 2023 | 153 | $203.6M | $6.8M | $0 |
| 2022 | 162 | $189.4M | $5.3M | $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 |
|---|---|---|---|---|
| NOTHERN TRUST COMPANY | Custodian / Trustee | $164,137 | — | $164,137 |
| SECURITY CAPITAL RESEARCH & MGMT | Investment Advisor | $127,412 | — | $127,412 |
| VAN BERKOM & ASSOCIATES | Investment Advisor | $126,244 | — | $126,244 |
| ABERDEEN ASSET MANAGEMENT, INC. | Investment Advisor | $50,053 | — | $50,053 |
| MILLIMAN | Actuary | $22,900 | — | $22,900 |
| LANE GORMAN TRUBITT LLC | Auditor | $20,960 | — | $20,960 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Actuary
- LANE GORMAN TRUBITT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $511,706
- Estimated Expense Ratio: 0.231% 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 | $1,007,094 | $303,709 | — | $20,960 | — |
| 2023 | $1,129,425 | $413,746 | — | $20,350 | — |
| 2022 | $893,350 | $366,652 | — | — | $51,300 |