Original filing (PDF)20251014081319NAL0005049714001

DRISCOLL CHILDREN'S HEALTH

Name: DRISCOLL CHILDREN'S HEALTH — THE DRISCOLL CHILDREN'S HEALTH EMPLOYER MATCHING AND RETIREMENT PLAN, Form 5500 (2024)
Creator: DRISCOLL CHILDREN'S HEALTH

Form 5500

FILING_RECEIVED

THE DRISCOLL CHILDREN'S HEALTH EMPLOYER MATCHING AND RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

3,644

Accounts w/ balance

4,498

Plan assets (EOY)

$266.9M

Net assets (EOY)

$266.9M

How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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 · 78401

Phone

(361) 883-5471

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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 EMPLOYER	$11K	—

Investments

44 direct securities· $480.9M(100% of reported assets)

Other securities

$437.3M

42 holdings

Bonds / Notes

$43.6M

2 holdings

					% of plan
Vanguard Total Stock Mkt Inst Mutual Fund	Other securities	—	—	$42.5M	15.9%
Vanguard Total Stock Mkt Inst Mutual Fund	Other securities	—	—	$36.5M	13.7%
John Hancock Bond Fund R6 Mutual Fund	Other securities	—	—	$29.8M	11.2%
Loomis Sayles Core Plus Mutual Fund	Other securities	—	—	$28.3M	10.6%
GA28106, 3.05% Contractual Interest Rate	Bonds / Notes	—	—	$22.4M	8.4%
Vanguard Target Ret 2040 Inst Mutual Fund	Other securities	—	—	$21.2M	7.9%
GA28106, 2.80% Contractual Interest Rate	Bonds / Notes	—	—	$21.2M	7.9%
Vanguard Target Ret 2035 Inst Mutual Fund	Other securities	—	—	$19.9M	7.5%
Invesco Growth & Income Fund Mutual Fund	Other securities	—	—	$18.1M	6.8%
Vanguard Target Ret 2045 Inst Mutual Fund	Other securities	—	—	$17.3M	6.5%
Vanguard Target Ret 2040 Inst Mutual Fund	Other securities	—	—	$17.1M	6.4%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$16.9M	6.3%
Invesco Growth & Income Fund Mutual Fund	Other securities	—	—	$16.9M	6.3%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$15.8M	5.9%
Vanguard Target Ret 2050 Inst Mutual Fund	Other securities	—	—	$15.0M	5.6%
Vanguard Target Ret 2045 Inst Mutual Fund	Other securities	—	—	$14.6M	5.5%
Vanguard Target Ret 2030 Inst Mutual Fund	Other securities	—	—	$14.4M	5.4%
Vanguard Target Ret 2050 Inst Mutual Fund	Other securities	—	—	$12.1M	4.5%
Vanguard Target Ret 2030 Inst Mutual Fund	Other securities	—	—	$11.7M	4.4%
Vanguard Growth Index Adm Mutual Fund	Other securities	—	—	$10.1M	3.8%
Vanguard Target Ret 2025 Inst Mutual Fund	Other securities	—	—	$10.0M	3.7%
Vanguard Target Ret 2025 Inst Mutual Fund	Other securities	—	—	$8.8M	3.3%
Vanguard Target Ret 2055 Inst Mutual Fund	Other securities	—	—	$8.0M	3.0%
Vanguard Growth Index Adm Mutual Fund	Other securities	—	—	$6.2M	2.3%
Vanguard Target Ret 2020 Inst Mutual Fund	Other securities	—	—	$5.8M	2.2%
Vanguard Target Ret 2020 Inst Mutual Fund	Other securities	—	—	$5.8M	2.2%
Vanguard Target Ret 2055 Inst Mutual Fund	Other securities	—	—	$5.7M	2.1%
Vanguard Target Ret 2060 Inst Mutual Fund	Other securities	—	—	$4.8M	1.8%
Vanguard Target Ret 2060 Inst Mutual Fund	Other securities	—	—	$3.6M	1.4%
Vanguard Retirement Income Fund Mutual Fund	Other securities	—	—	$2.4M	0.9%
Franklin Small-Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$2.4M	0.9%
Franklin Small-Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$2.0M	0.8%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$2.0M	0.8%
Vanguard Intl Growth Fund Adm Mutual Fund	Other securities	—	—	$1.8M	0.7%
Vanguard Total Bond Mkt Index Mutual Fund	Other securities	—	—	$1.7M	0.6%
Vanguard Intl Growth Fund Adm Mutual Fund	Other securities	—	—	$1.6M	0.6%
Vanguard Total Bond Mkt Index Mutual Fund	Other securities	—	—	$1.3M	0.5%
Vanguard Total Intl Idx Adm Mutual Fund	Other securities	—	—	$1.1M	0.4%
Vanguard Total Intl Idx Adm Mutual Fund	Other securities	—	—	$1.1M	0.4%
Vanguard Target Ret 2065 Inst Mutual Fund	Other securities	—	—	$1.0M	0.4%
Invesco Small Cap Growth Fund Mutual Fund	Other securities	—	—	$768K	0.3%
Invesco Small Cap Growth Fund Mutual Fund	Other securities	—	—	$756K	0.3%
Vanguard Target Ret 2065 Inst Mutual Fund	Other securities	—	—	$413K	0.2%
Vanguard Target Ret 2070 Inst Mutual Fund	Other securities	—	—	$22K	<0.1%