Original filing (PDF)20251014081213NAL0002384209001

DRISCOLL CHILDREN'S HEALTH

Name: DRISCOLL CHILDREN'S HEALTH — THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: DRISCOLL CHILDREN'S HEALTH

Form 5500

FILING_RECEIVED

THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

4,302

Accounts w/ balance

5,099

Plan assets (EOY)

$249.4M

Net assets (EOY)

$249.4M

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRISCOLL CHILDREN'S HEALTH.

Plan sponsor

Name

DRISCOLL CHILDREN'S HEALTH

EIN

74-2577746

Address

3533 SOUTH ALAMEDA · CORPUS CHRISTI, TX · 78411

Phone

(361) 883-5471

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ADAMSON & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY CLIENT	$95K	—

Investments

45 direct securities· $440.4M(100% of reported assets)

Other securities

$422.8M

43 holdings

Bonds / Notes

$17.7M

2 holdings

					% of plan
Vanguard Total Stock Mkt Inst Mutual Fund	Other securities	—	—	$56.5M	22.7%
Vanguard Total Stock Mkt Inst Mutual Fund	Other securities	—	—	$46.6M	18.7%
John Hancock Bond Fund R6 Mutual Fund	Other securities	—	—	$37.9M	15.2%
Loomis Sayles Core Plus Mutual Fund	Other securities	—	—	$34.9M	14.0%
Invesco Growth & Income Fund Mutual Fund	Other securities	—	—	$23.5M	9.4%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$23.5M	9.4%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$21.5M	8.6%
Invesco Growth & Income Fund Mutual Fund	Other securities	—	—	$21.1M	8.5%
Vanguard Growth Index Adm Mutual Fund	Other securities	—	—	$14.9M	6.0%
John Hancock Insurance Company GA 28076, 3.05% Contractual Rate	Bonds / Notes	—	—	$12.2M	4.9%
Vanguard Growth Index Adm Mutual Fund	Other securities	—	—	$10.7M	4.3%
Vanguard Target Ret 2035 Inst Mutual Fund	Other securities	—	—	$9.7M	3.9%
Vanguard Target Ret 2045 Inst Mutual Fund	Other securities	—	—	$9.7M	3.9%
Vanguard Target Ret 2050 Inst Mutual Fund	Other securities	—	—	$8.8M	3.5%
Vanguard Target Ret 2040 Inst Mutual Fund	Other securities	—	—	$7.7M	3.1%
Vanguard Target Ret 2035 Inst Mutual Fund	Other securities	—	—	$7.7M	3.1%
Vanguard Target Ret 2055 Inst Mutual Fund	Other securities	—	—	$7.4M	3.0%
Vanguard Target Ret 2045 Inst Mutual Fund	Other securities	—	—	$6.8M	2.7%
Vanguard Target Ret 2050 Inst Mutual Fund	Other securities	—	—	$6.0M	2.4%
Vanguard Target Ret 2030 Inst Mutual Fund	Other securities	—	—	$5.9M	2.4%
Participant Loans Various Maturities, Yields Ranging from 3.25% to 8.50%	Bonds / Notes	—	—	$5.5M	2.2%
Vanguard Target Ret 2060 Inst Mutual Fund	Other securities	—	—	$5.5M	2.2%
Vanguard Target Ret 2040 Inst Mutual Fund	Other securities	—	—	$5.4M	2.2%
Vanguard Target Ret 2055 Inst Mutual Fund	Other securities	—	—	$5.1M	2.1%
Vanguard Target Ret 2030 Inst Mutual Fund	Other securities	—	—	$4.6M	1.8%
Vanguard Target Ret 2025 Inst Mutual Fund	Other securities	—	—	$4.0M	1.6%
Vanguard Target Ret 2025 Inst Mutual Fund	Other securities	—	—	$3.6M	1.5%
Franklin Small-Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$3.4M	1.4%
Vanguard Target Ret 2060 Inst Mutual Fund	Other securities	—	—	$3.3M	1.3%
Franklin Small-Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$2.9M	1.1%
Vanguard Intl Growth Fund Adm Mutual Fund	Other securities	—	—	$2.5M	1.0%
Vanguard Intl Growth Fund Adm Mutual Fund	Other securities	—	—	$2.2M	0.9%
Vanguard Total Bond Mkt Index Mutual Fund	Other securities	—	—	$2.1M	0.9%
Invesco Small Cap Growth Fund Mutual Fund	Other securities	—	—	$2.0M	0.8%
Vanguard Total Bond Mkt Index Mutual Fund	Other securities	—	—	$1.9M	0.8%
Vanguard Target Ret 2020 Inst Mutual Fund	Other securities	—	—	$1.8M	0.7%
Vanguard Target Ret 2020 Inst Mutual Fund	Other securities	—	—	$1.7M	0.7%
Vanguard Target Ret 2065 Inst Mutual Fund	Other securities	—	—	$1.6M	0.7%
Vanguard Target Ret Income Fund Mutual Fund	Other securities	—	—	$1.6M	0.6%
Invesco Small Cap Growth Fund Mutual Fund	Other securities	—	—	$1.5M	0.6%
Vanguard Total Intl Idx Adm Mutual Fund	Other securities	—	—	$1.5M	0.6%
Vanguard Total Intl Idx Adm Mutual Fund	Other securities	—	—	$1.4M	0.6%
Vanguard Target Ret Income Fund Mutual Fund	Other securities	—	—	$1.2M	0.5%
Vanguard Target Ret 2065 Inst Mutual Fund	Other securities	—	—	$647K	0.3%
Vanguard Target Ret 2070 Inst Mutual Fund	Other securities	—	—	$369K	0.1%