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Original filing (PDF)20250729105155NAL0001531459001
CHILDREN'S MEDICAL CENTER OF DALLAS
Form 5500
FILING_RECEIVED
CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT
403(b) retirement plan
Active participants
10,824
Accounts w/ balance
13,212
Plan assets (EOY)
$855.1M
Net assets (EOY)
$855.1M
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
003
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
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial 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 | -$600K | — |
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 |
|---|---|---|---|---|---|
| BENEFITS FINANCIAL SERVICES GROUP | 20-8161914 | — | CONSULTING | $88K | — |
Investments
35 direct securities· $850.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID 500 Index Fund | — | — | — | $92.7M | 10.8% | |
| Fidelity Management Trust Company FID Freedom 2045 K | — | — | — | $90.4M | 10.6% | |
| Fidelity Management Trust Company FID Freedom 2040 K | — | — | — | $88.9M | 10.4% | |
| Fidelity Management Trust Company FID CONTRAFUND K6 | — | — | — | $85.2M | 10.0% | |
| Fidelity Management Trust Company FID Freedom 2050 K | — | — | — | $81.2M | 9.5% | |
| Fidelity Management Trust Company FID Freedom 2035 K | — | — | — | $67.1M | 7.8% | |
| Fidelity Management Trust Company FID Freedom 2030 K | — | — | — | $61.5M | 7.2% | |
| Fidelity Management Trust Company FID Freedom 2055 K | — | — | — | $58.7M | 6.9% | |
| Fidelity Management Trust Company FID Freedom 2060 K | — | — | — | $38.2M | 4.5% | |
| Fidelity Management Trust Company FID Freedom 2025 K | — | — | — | $29.8M | 3.5% | |
| Fidelity Management Trust Company Balanced Fund - Class K | — | — | — | $20.6M | 2.4% | |
| Fidelity Management Trust Company FID Govt MMKT | — | — | — | $20.5M | 2.4% | |
| Fidelity Management Trust Company FID Freedom 2020 K | — | — | — | $13.3M | 1.6% | |
| Participants Loans with varying maturity dates and interest rates ranging from 4.25% to 9.5% | — | — | — | $11.9M | 1.4% | |
| Fidelity Management Trust Company FID Freedom 2065 K | — | — | — | $11.5M | 1.3% | |
| Fidelity Management Trust Company DODGE + COX INT SK X | — | — | — | $10.9M | 1.3% | |
| Fidelity Management Trust Company DODGE + COX INCOME X | — | — | — | $9.7M | 1.1% | |
| Fidelity Management Trust Company FID SMALL CAP GR K6 | — | — | — | $8.7M | 1.0% | |
| Fidelity Management Trust Company FID Extended Market Index Fund | — | — | — | $6.8M | 0.8% | |
| American Century Investments Value Fund Institutional Class | — | — | — | $5.8M | 0.7% | |
| Fidelity Management Trust Company FID Intermediate Treasury Index Fund | — | — | — | $5.3M | 0.6% | |
| Fidelity Management Trust Company FID Total International Index Fund | — | — | — | $4.7M | 0.6% | |
| Fidelity Management Trust Company FID Mid Cap Index Fund | — | — | — | $4.4M | 0.5% | |
| Fidelity Management Trust Company FID Small Cap Index Fund | — | — | — | $4.3M | 0.5% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | — | — | — | $3.5M | 0.4% | |
| Fidelity Management Trust Company BLKRK MIDCAP GRTH IS | — | — | — | $3.4M | 0.4% | |
| Institutional Class American Century Investments Mid Cap Value Fund Institutional Class | — | — | — | $3.1M | 0.4% | |
| Fidelity Management Trust Company FID Freedom 2015 K | — | — | — | $2.0M | 0.2% | |
| AF Europac Growth R6 Intl Large-Cap Growth | — | — | — | $1.6M | 0.2% | |
| Fidelity Management Trust Company AS SPL SM CAP VAL R6 | — | — | — | $1.5M | 0.2% | |
| American Century Investments Inflation Adjusted Bond Investment Fund | — | — | — | $1.2M | 0.1% | |
| Fidelity Management Trust Company FID Freedom Inc K | — | — | — | $1.2M | 0.1% | |
| Lincoln National Life Insurance Company Guaranteed Investment Contract | — | — | — | $665K | <0.1% | |
| Fidelity Management Trust Company FID Freedom 2010 K | — | — | — | $548K | <0.1% | |
| Fidelity Management Trust Company FID Freedom 2070 K | — | — | — | $26K | <0.1% |