Plan Snapshot
- Plan Sponsor: The Children'S Hospital Corporation
- Sponsor EIN: 042774441
- Sponsor Address: 300 LONGWOOD AVENUE, BOSTON, MA, 02115
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 26,644
- Total Assets: $1.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 26,644 | $1.9B | $0 | $0 |
| 2024 | 16,343 | $1.6B | $12.4M | $96.9M |
| 2023 | 15,164 | $1.4B | $11.8M | $89.6M |
| 2022 | 14,199 | $1.1B | $9.9M | $80.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVSTS INST OPER CO, INC | Recordkeeper | $398,373 | — | $398,373 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $127,517 | — | $127,517 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $40,770 | — | $40,770 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $566,660
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2025 | $171,310,193 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |