# Texas Scottish Rite Hospital For Children DB Plan
Source: https://planprovider.pro/companies/texas-scottish-rite-hospital-for-children-750818178-001

> Texas Scottish Rite Hospital For Children's DB plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Actuary

- [LANE GORMAN TRUBITT LLC](https://planprovider.pro/provider/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|

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