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Original filing (PDF)20250728154011NAL0000897523001
METHODIST CHILDREN'S HOME
Form 5500
FILING_RECEIVED
METHODIST CHILDREN'S HOME EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Active participants
364
Accounts w/ balance
344
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
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 (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
- 70 bps in Schedule C fees — 142% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST CHILDREN'S HOME.
Plan sponsor
Name
METHODIST CHILDREN'S HOME
EIN
74-1109750
Address
1111 HERRING AVENUE · WACO, TX · 76708
Phone
(254) 750-1212
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
2025-07-28
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
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINNOW WEALTH, LLC | 87-2334687 | — | INVESTMENT ADVISOR | $40K | — |
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PB&H BENEFITS | 74-1130599 | — | TPA | $27K | — |
Investments
32 direct securities· $20.4M(100% of reported assets)
Uncategorized
$18.3M
31 holdings
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Equity Index | — | — | — | $2.6M | 12.7% | |
| AB Large Cap Growth Class Z | Mutual Funds | — | — | $2.1M | 10.3% | |
| Fidelity Freedom Index 2025 Inst Premium Class | — | — | — | $2.0M | 9.6% | |
| Nuveen International Equity Index | — | — | — | $1.4M | 7.0% | |
| Putman Large Cap Value | — | — | — | $1.4M | 6.9% | |
| Fidelity Freedom Index 2050 Inst Premium Class | — | — | — | $1.3M | 6.3% | |
| Fidelity Freedom Index 2040 Inst Premium Class | — | — | — | $788K | 3.9% | |
| Fully Benefit-Responsive Investment Contracts ** Lincoln Stable Value Account | — | — | — | $722K | 3.5% | |
| Fidelity Freedom Index 2045 Inst Premium Class | — | — | — | $671K | 3.3% | |
| JP Morgan Mid Cap Growth Class R6 | — | — | — | $653K | 3.2% | |
| PGIM Total Return Bond Class R6 | — | — | — | $620K | 3.0% | |
| PGIM High Yield Class R6 | — | — | — | $531K | 2.6% | |
| Fidelity Freedom Index 2035 Inst Premium Class | — | — | — | $528K | 2.6% | |
| DFA Funds Real Estate Securities Inst Class | — | — | — | $525K | 2.6% | |
| American Funds American Century Mid Cap Value R6 | — | — | — | $521K | 2.6% | |
| Vanguard Emerging Markets Stock Index Admiral Shares | — | — | — | $520K | 2.6% | |
| Vanguard Small Cap Growth Index Admiral Shares | — | — | — | $518K | 2.5% | |
| Fidelity Freedom Index 2055 Inst Premium Class | — | — | — | $442K | 2.2% | |
| Franklin Small Cap Value Class R6 | — | — | — | $425K | 2.1% | |
| Fidelity Freedom Index 2060 Inst Premium Class | — | — | — | $420K | 2.1% | |
| participant accounts, various maturities | — | — | — | $415K | 2.0% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $286K | 1.4% | |
| Nuveen Small Cap Blend Index | — | — | — | $276K | 1.4% | |
| Fidelity Freedom Index 2030 Inst Premium Class | — | — | — | $228K | 1.1% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $110K | 0.5% | |
| DFA Funds Inflation Protected Securities Inst Class | — | — | — | $107K | 0.5% | |
| Fidelity Freedom Index 2065 Inst Premium Class | — | — | — | $99K | 0.5% | |
| PGIM Global Total Return Class r6 | — | — | — | $96K | 0.5% | |
| MFS International Diversification Class R6 | — | — | — | $76K | 0.4% | |
| Fidelity Freedom Index 2020 Inst Premium Class | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Index Income Inst Premium Class | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2015 Inst Premium Class | — | — | — | $2K | <0.1% |
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