How big is Methodist Children's Home's plan?

Methodist Children's Home's plan reported $20.4M in assets and 364 participants for 2024.

Original filing (PDF)20250728154011NAL0000897523001

Methodist Children's Home

Name: Methodist Children's Home — Methodist Children's, Form 5500 (2024)
Creator: Methodist Children's Home
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Methodist Children's Home Employees Retirement Plan

401(k) retirement plan · Methodist Children's Home's Methodist Children's Home Employees Retirement Plan held $20.4M in plan assets for 364 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

364

Accounts w/ balance

344

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

People on this filing

Julie Mitchell signed Methodist Children's Home's 2024 Form 5500 as plan administrator.

Julie Mitchell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Methodist Children's Home's EIN is 74-1109750.

EIN 74-1109750

Plan number 001

Plan year 2024

ACK ID 20250728154011NAL0000897523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Methodist Children's Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Methodist Children's Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METHODIST CHILDREN'S HOME.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

METHODIST CHILDREN'S HOME

EIN

all filings

Address

1111 HERRING AVENUE · WACO, TX · 76708

Phone

(254) 750-1212

Industry

Health Care & Social Assistance

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PATTILLO, BROWN & HILL, LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	RECORDKEEPER	$66K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WINNOW WEALTH, LLC	87-2334687	—	INVESTMENT ADVISOR	$40K	—
LEAFHOUSE FINANCIAL ADVISORS

Investments

32 direct securities· $20.4M(100% of reported assets)

Mutual Funds

$11.9M

23 holdings

Common Collective Trusts

$4.0M

2 holdings

Other securities

$3.7M

6 holdings

Stable Value

$722K

1 holding

					% of plan
Nuveen Equity Index	Common Collective Trusts	—	—	$2.6M	12.7%
AB Large Cap Growth Class Z	Mutual Funds	—	—	$2.1M	10.3%
Fidelity Freedom Index 2025 Inst Premium Class	Mutual Funds	—	—	$2.0M	9.6%
Nuveen International Equity Index	Common Collective Trusts	—	—	$1.4M	7.0%
Putman Large Cap Value	Other securities	—	—	$1.4M	6.9%
Fidelity Freedom Index 2050 Inst Premium Class	Mutual Funds	—	—	$1.3M	6.3%
Fidelity Freedom Index 2040 Inst Premium Class	Mutual Funds	—	—	$788K	3.9%
Fully Benefit-Responsive Investment Contracts ** Lincoln Stable Value Account	Stable Value	—	—	$722K	3.5%
Fidelity Freedom Index 2045 Inst Premium Class	Mutual Funds	—	—	$671K	3.3%
JP Morgan Mid Cap Growth Class R6	Other securities	—	—	$653K	3.2%
PGIM Total Return Bond Class R6	Other securities	—	—	$620K	3.0%
PGIM High Yield Class R6	Other securities	—	—	$531K	2.6%
Fidelity Freedom Index 2035 Inst Premium Class	Mutual Funds	—	—	$528K	2.6%
DFA Funds Real Estate Securities Inst Class	Mutual Funds	—	—	$525K	2.6%
American Funds American Century Mid Cap Value R6	Mutual Funds	—	—	$521K	2.6%
Vanguard Emerging Markets Stock Index Admiral Shares	Mutual Funds	—	—	$520K	2.6%
Vanguard Small Cap Growth Index Admiral Shares	Mutual Funds	—	—	$518K	2.5%
Fidelity Freedom Index 2055 Inst Premium Class	Mutual Funds	—	—	$442K	2.2%
Franklin Small Cap Value Class R6	Mutual Funds	—	—	$425K	2.1%
Fidelity Freedom Index 2060 Inst Premium Class	Mutual Funds	—	—	$420K	2.1%
participant accounts, various maturities	Other securities	—	—	$415K	2.0%
Vanguard Mid Cap Index Admiral Shares	Mutual Funds	—	—	$286K	1.4%
Nuveen Small Cap Blend Index	Mutual Funds	—	—	$276K	1.4%
Fidelity Freedom Index 2030 Inst Premium Class	Mutual Funds	—	—	$228K	1.1%
Vanguard Total Bond Market Index Admiral Shares	Mutual Funds	—	—	$110K	0.5%
DFA Funds Inflation Protected Securities Inst Class	Mutual Funds	—	—	$107K	0.5%
Fidelity Freedom Index 2065 Inst Premium Class	Mutual Funds	—	—	$99K	0.5%
PGIM Global Total Return Class r6	Other securities	—	—	$96K	0.5%
MFS International Diversification Class R6	Mutual Funds	—	—	$76K	0.4%
Fidelity Freedom Index 2020 Inst Premium Class	Mutual Funds	—	—	$21K	0.1%
Fidelity Freedom Index Income Inst Premium Class	Mutual Funds	—	—	$3K	<0.1%
Fidelity Freedom Index 2015 Inst Premium Class	Mutual Funds	—	—	$2K	<0.1%