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Original filing (PDF)20251013123917NAL0000602787001
EL PASO CHILDREN'S HOSPITAL
Form 5500
FILING_RECEIVED
EL PASO CHILDREN'S HOSPITAL 401(K) PENSION PLAN
401(k) retirement plan
Active participants
957
Accounts w/ balance
1,436
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EL PASO CHILDREN'S HOSPITAL.
Plan sponsor
Name
EL PASO CHILDREN'S HOSPITAL
EIN
26-3075429
Address
4845 ALAMEDA AVENUE · EL PASO, TX · 79905
Phone
(915) 242-8692
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SBNG, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $89K | — |
| BENEFITS ADMINISTRATORS, LLC | 61-1291181 | — | RECORDKEEPER | $80K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | INVESTMENT ADVISORY PLAN | $82K | — |
Investments
34 direct securities · 1 pooled fund· $40.3M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$32.9M
33 holdings
Mutual Funds
$5.2M
1 holding
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * The Vanguard Group Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $5.2M | 12.6% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $3.8M | 9.2% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $3.4M | 8.2% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $3.2M | 7.8% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $2.6M | 6.2% | |
| RELIANCE METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.4% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $2.2M | 5.3% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $2.2M | 5.3% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $1.8M | 4.4% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $1.7M | 4.1% | |
| BlackRock Fund Advisors iShares S&P 500 Index Fund Class K | — | — | — | $1.4M | 3.4% | |
| AllianceBernstein Holdings, L.P. AB Large Cap Growth Fund Class I | — | — | — | $1.1M | 2.6% | |
| Participant Loans Participant loans, secured by participant vested benefits (interest rates range from 5.25% - 10.5%) | — | — | — | $1.1M | 2.6% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $900K | 2.2% | |
| Dimensional Fund Advisors, Ltd. DFA US Large Company Portfolio | — | — | — | $861K | 2.1% | |
| Allspring Global Allspring Core Bond Fund - Class R6 | — | — | — | $844K | 2.0% | |
| Capital Group American Funds American Mutual Fund Class R-6 | — | — | — | $835K | 2.0% | |
| Dimensional Fund Advisors, Ltd. DFA Large Cap International | — | — | — | $690K | 1.7% | |
| PGIM Investments PGIM High Yield Fund Class R6 | — | — | — | $654K | 1.6% | |
| The Vanguard Group Vanguard Growth Index Fund Admiral Shares | — | — | — | $562K | 1.4% | |
| Dimensional Fund Advisors, Ltd. DFA US Vector Equity Portfolio Institutional Class | — | — | — | $417K | 1.0% | |
| Voya Investment Management Voya Intermediate Bond Fund Class I | — | — | — | $377K | 0.9% | |
| Capital Group American Funds New World Fund Class R-6 | — | — | — | $376K | 0.9% | |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares | — | — | — | $367K | 0.9% | |
| Dimensional Fund Advisors, Ltd. DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $346K | 0.8% | |
| Janus Henderson Investors Janus Henderson Enterprise Fund Class I | — | — | — | $249K | 0.6% | |
| The Vanguard Group Vanguard Explorer Fund Investor Class | — | — | — | $219K | 0.5% | |
| Dimensional Fund Advisors, Ltd. DFA US Targeted Value Portfolio Institutional Class | — | — | — | $115K | 0.3% | |
| Dimensional Fund Advisors, Ltd. DFA U.S. Small Cap Portfolio Institutional Class | — | — | — | $113K | 0.3% | |
| Dimensional Fund Advisors, Ltd. DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $100K | 0.2% | |
| The Bank of New York Mellon Corporation BNY Mellon Global Fixed Income Y | — | — | — | $97K | 0.2% | |
| The Vanguard Group Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $77K | 0.2% | |
| The Vanguard Group Vanguard Wellesley Income Fund Admiral Shares | — | — | — | $51K | 0.1% | |
| The Vanguard Group Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $27K | <0.1% | |
| The Vanguard Group Vanguard Balanced Index Fund Admiral Shares | — | — | — | $1K | <0.1% |