Baylor Scott & White Health 403(b) Savings Plan
Sponsored by Baylor Scott & White Holdings · EIN 463130985 · Plan #005
- Total assets
- $647M
- Net assets
- $647M
- Active participants
- 4,877
- With balances
- 6,252
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $192,098 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $57,313 |
| Charles Schwab & Co Inc. | Investment advisory (participants) | $3,115 |
| Haynes And Boone Llp | Other fees | $984 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $900 |