Plan Ledger DOL Form 5500 · updated monthly

Texas Scottish Rite Hospital for Children403(b)

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

Texas Scottish Rite Hospital for Children reported $33,983 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 568th-largest of 5,688 plans among Texas employers on file, and the 963rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$117,216,402
Participants with balances1,571
Active participants1,247
Employer contributions—
Employee contributions$8,678,609
Employer contribution per active participant—
Average account balance$74,613
Benefits paid to participants$9,419,400
Plan auditUnmodified (clean) audit opinion
AuditorLANE GORMAN TRUBITT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$117.2M · 1,571 accts
2023$102.7M · 1,545 accts
2022$83.3M · 1,479 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$96,079

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,983 · 0.03%
2023$25,430 · 0.03%
2022$15,696 · 0.02%
All plans at this employer2
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLANDefined-contribution plan
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ernest Health, Inc. TX$123.3M · 0.26%
Texas Health Care, P.L.L.C. TX$110.2M · 0.51%
Houston Radiology Associated TX$108.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750818178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.