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Original filing (PDF)20250730144153NAL0002010355001
TEXAS CHILDREN'S
Form 5500
FILING_RECEIVED
THE TAX SHELTERED ANNUITY PLAN OF TEXAS CHILDREN'S HOSPITAL
403(b) retirement plan
Active participants
15,602
Accounts w/ balance
18,510
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS CHILDREN'S.
Plan sponsor
Name
TEXAS CHILDREN'S
EIN
76-0461578
Address
6621 FANNIN ST · HOUSTON, TX · 77030
Phone
(832) 824-3008
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
TEXAS CHILDREN'S PENSION COMMITTEE
EIN
76-0461578
City
HOUSTON, TX
Phone
(832) 824-2032
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $738K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $336K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | INVESTMENT ADVISOR | $91K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL & JONES LLP | 76-0488832 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
29 direct securities· $2.1B(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 | — | — | — | $208.3M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2045 | — | — | — | $204.4M | 9.5% | |
| VANGUARD TARGET RETIREMENT 2035 | — | — | — | $192.5M | 9.0% | |
| FIDELITY 500 INDEX FUND | — | — | — | $191.9M | 9.0% | |
| FIDELITY CONTRAFUND K6 | — | — | — | $177.5M | 8.3% | |
| VANGUARD TARGET RETIREMENT 2050 | — | — | — | $162.4M | 7.6% | |
| VANGUARD TARGET RETIREMENT 2030 | — | — | — | $161.1M | 7.5% | |
| FIDELITY BROKERAGELINK | — | — | — | $128.6M | 6.0% | |
| VANGUARD TARGET RETIREMENT 2025 | — | — | — | $125.5M | 5.9% | |
| VANGUARD TARGET RETIREMENT 2055 | — | — | — | $116.3M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2060 | — | — | — | $58.3M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2020 | — | — | — | $52.8M | 2.5% | |
| PRINCIPAL MIDCAP FUND I | — | — | — | $45.8M | 2.1% | |
| VANGUARD CR FED MM ADM | — | — | — | $33.7M | 1.6% | |
| PIMCO TOTAL RETIREMENT INSTITUTIONAL | — | — | — | $27.7M | 1.3% | |
| FIDELITY EXTENDED MARKET INDEX FUND | — | — | — | $26.9M | 1.3% | |
| PARNASSUS CORE EQUITY FUND CLASS IS | — | — | — | $26.9M | 1.3% | |
| VANGUARD VANGUARDTARGET RETIREMENT INCOME | — | — | — | $22.6M | 1.1% | |
| MFS INSTITUTIONAL INTERNATIONAL EQUITY | — | — | — | $20.4M | 1.0% | |
| FIDELITY INTERNATIONAL INDEX FUND | — | — | — | $18.8M | 0.9% | |
| AMG GW&K SMALL CAP CORE | — | — | — | $15.4M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 | — | — | — | $13.4M | 0.6% | |
| FIDELITY US BOND INDEX FUND | — | — | — | $13.2M | 0.6% | |
| HARBOR LCV RET | — | — | — | $12.1M | 0.6% | |
| AS EMERGING MARKETS EQUITY R6 | — | — | — | $11.2M | 0.5% | |
| DFA INFLATION PROTECTED SECURITIES PORT | — | — | — | $3.7M | 0.2% | |
| BRANDYWINE GLOBAL BRANDYWINE GLOBAL OPPORTUNITIES BOND FUND CLASS IS | — | — | — | $1.8M | <0.1% | |
| PIMCO INFLATION RESPONSE MULTI-ASST IS | — | — | — | $1.2M | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 | — | — | — | $1.1M | <0.1% |