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Original filing (PDF)20250729105035NAL0001252547001
CHILDREN'S MEDICAL CENTER OF DALLAS
Form 5500
FILING_RECEIVED
CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 401(A)COMPONENT
Defined-contribution retirement plan
Active participants
10,846
Accounts w/ balance
12,352
Plan assets (EOY)
$507.0M
Net assets (EOY)
$507.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S MEDICAL CENTER OF DALLAS.
Plan sponsor
Name
CHILDREN'S MEDICAL CENTER OF DALLAS
EIN
75-0800628
Address
1935 MEDICAL DISTRICT DR · DALLAS, TX · 752357701
Phone
(214) 456-3900
Industry
Health Care & Social Assistancesee 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
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | -$396K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | AUDITOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FUNDING SERVICES GROUP | 20-8532658 | — | CONSULTING | $13K | — |
Investments
35 direct securities· $504.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom K 2045 Fund | — | — | — | $69.2M | 13.6% | |
| Fidelity Management Trust Company Freedom K 2050 Fund | — | — | — | $62.3M | 12.3% | |
| Fidelity Management Trust Company Freedom K 2040 Fund | — | — | — | $54.4M | 10.7% | |
| Fidelity Management Trust Company Freedom K 2035 Fund | — | — | — | $43.1M | 8.5% | |
| Fidelity Management Trust Company FID CONTRAFUND K6 | — | — | — | $41.1M | 8.1% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $40.2M | 7.9% | |
| Fidelity Management Trust Company Freedom K 2055 Fund | — | — | — | $37.8M | 7.4% | |
| Fidelity Management Trust Company Freedom K 2030 Fund | — | — | — | $36.0M | 7.1% | |
| Fidelity Management Trust Company Freedom K 2060 Fund | — | — | — | $23.0M | 4.5% | |
| Fidelity Management Trust Company Freedom K 2025 Fund | — | — | — | $20.9M | 4.1% | |
| Fidelity Management Trust Company Retirement Government Money Market Portfolio | — | — | — | $11.2M | 2.2% | |
| Fidelity Management Trust Company Freedom K 2020 Fund | — | — | — | $9.6M | 1.9% | |
| Fidelity Management Trust Company Balanced Fund - Class K | — | — | — | $8.6M | 1.7% | |
| Fidelity Management Trust Company Freedom K 2065 Fund | — | — | — | $7.2M | 1.4% | |
| Participants Loans with varying maturity dates and interest rates ranging from 4.25% to 9.5% | — | — | — | $6.9M | 1.4% | |
| Fidelity Management Trust Company DODGE + COX INT SK X | — | — | — | $4.3M | 0.9% | |
| Fidelity Management Trust Company FID SMALL CAP GR K6 | — | — | — | $4.0M | 0.8% | |
| Fidelity Management Trust Company DODGE + COX INCOME X | — | — | — | $3.4M | 0.7% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $3.2M | 0.6% | |
| American Century Investments Mid Cap Value Fund Institutional Class | — | — | — | $2.7M | 0.5% | |
| Fidelity Management Trust Company Intermediate Treasury Index Fund | — | — | — | $2.0M | 0.4% | |
| Fidelity Management Trust Company Mid Cap Index Fund | — | — | — | $1.8M | 0.3% | |
| Fidelity Management Trust Company Freedom K 2015 Fund | — | — | — | $1.7M | 0.3% | |
| Fidelity Management Trust Company Total International Equity Fund | — | — | — | $1.6M | 0.3% | |
| American Century Investments Mid Cap Value Fund Institutional Class | — | — | — | $1.6M | 0.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | — | — | — | $1.6M | 0.3% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | — | — | — | $1.4M | 0.3% | |
| Fidelity Management Trust Company BLKRK MIDCAP GRTH IS | — | — | — | $1.3M | 0.3% | |
| Fidelity Management Trust Company AS SPL SM CAP VAL R6 | — | — | — | $689K | 0.1% | |
| Fidelity Management Trust Company Freedom K Income Fund | — | — | — | $610K | 0.1% | |
| American Century Investments Inflation Adjusted Bond Investment Fund Institutional | — | — | — | $604K | 0.1% | |
| AF Europac Growth R6 Intl Large-Cap Growth | — | — | — | $436K | <0.1% | |
| Fidelity Management Trust Company Freedom K 2010 Fund | — | — | — | $369K | <0.1% | |
| Value Lincoln National Life Insurance Company Guaranteed Investment Contract | — | — | — | $108K | <0.1% | |
| Fidelity Management Trust Company Freedom K 2070 Fund | — | — | — | $18K | <0.1% |