Original filing (PDF)20250915145047NAL0000756995002

HOSPITAL INTERNISTS OF TEXAS

Name: HOSPITAL INTERNISTS OF TEXAS — HOSPITAL INTERNISTS OF TEXAS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOSPITAL INTERNISTS OF TEXAS

Form 5500

FILING_RECEIVED

HOSPITAL INTERNISTS OF TEXAS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondHigh average account balance

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$36.0M

Net assets (EOY)

$36.0M

How this plan invests

This plan

1 pooled trust

Schedule D

38 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 HOSPITAL INTERNISTS OF TEXAS.

Plan sponsor

Name

HOSPITAL INTERNISTS OF TEXAS

EIN

81-1896357

Address

7000 N. MOPAC SUITE 420 · AUSTIN, TX · 78731

Phone

(512) 482-0045

Industry

Offices of Physicians· 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$10K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	TPA	$0	—

Other service providers

Investments

38 direct securities · 1 pooled fund· $69.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$35.9M

1 holding

Other securities

$33.8M

36 holdings

Bonds / Notes

$125K

1 holding

U.S. Treasuries

$66K

1 holding

					% of plan
VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$35.9M	99.7%
Vangrd 500 Index Fund Adm Pooled Separate Account	Other securities	—	—	$5.2M	14.5%
Brown Advsry Sust Gr Ins Pooled Separate Account	Other securities	—	—	$3.6M	10.0%
T Rowe Prc Cp Apec F Pooled Separate Account	Other securities	—	—	$3.5M	9.7%
American Funds 2050 Target Date R6 Pooled Separate Account	Other securities	—	—	$3.3M	9.2%
Columbia Select Lrg Cp Value Fnd I2 Pooled Separate Account	Other securities	—	—	$2.5M	7.0%
Vngrd LfStrgy GrthInv Sh Pooled Separate Account	Other securities	—	—	$2.5M	7.0%
MetLife Stable Val Solutions Fd J Pooled Separate Account	Other securities	—	—	$1.8M	5.1%
Vangrd Tot Int Stk In F Adm Pooled Separate Account	Other securities	—	—	$1.2M	3.4%
Vngrd LfStrgy Mod Gr Inv Sh Pooled Separate Account	Other securities	—	—	$1.2M	3.3%
Vangrd Growth Index Fund Adm Pooled Separate Account	Other securities	—	—	$1.0M	2.8%
Vangrd Info Tech Indx Fd Adm Pooled Separate Account	Other securities	—	—	$679K	1.9%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Other securities	—	—	$622K	1.7%
BlackRock Total Return Fnd K Pooled Separate Account	Other securities	—	—	$610K	1.7%
American Funds 2040 Target Date R6 Pooled Separate Account	Other securities	—	—	$543K	1.5%
Vngrd LfStrgy Cons GrInv Sh Pooled Separate Account	Other securities	—	—	$532K	1.5%
Baron G F - I Sh Pooled Separate Account	Other securities	—	—	$463K	1.3%
DFA Emerging Markets Pt Ins Pooled Separate Account	Other securities	—	—	$406K	1.1%
Vangrd SmlCp Indx Fd Admiral Pooled Separate Account	Other securities	—	—	$384K	1.1%
BlkRck Hlth Sci Opport Prt Ins Pooled Separate Account	Other securities	—	—	$340K	0.9%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	—	$299K	0.8%
American Funds 2030 Target Date R6 Pooled Separate Account	Other securities	—	—	$289K	0.8%
Cohen&Steers Real Est S Fd I Pooled Separate Account	Other securities	—	—	$288K	0.8%
Allspg Spec MdCp Vl Fd Ins Pooled Separate Account	Other securities	—	—	$288K	0.8%
PIMCO CmdtyRlRtn Strat Fnd I2 Pooled Separate Account	Other securities	—	—	$274K	0.8%
MFS Intl Intrinsic Val Fnd R6 Pooled Separate Account	Other securities	—	—	$265K	0.7%
Late/Missed Year Contributions Loan Repayments Total 2024 260,094 $ -	Other securities	—	—	$260K	0.7%
BrandywineGLOBAL Glbl Opp Bd I Pooled Separate Account	Other securities	—	—	$230K	0.6%
Vangrd Value Index Fund Adm Pooled Separate Account	Other securities	—	—	$228K	0.6%
Allspg Spec SmCp Vl Fd R6 Pooled Separate Account	Other securities	—	—	$200K	0.6%
American Funds 2035 Target Date R6 Pooled Separate Account	Other securities	—	—	$179K	0.5%
Victory Trv Intl SmCp Fd R6 Pooled Separate Account	Other securities	—	—	$164K	0.5%
American Funds 2055 Target Date R6 Pooled Separate Account	Other securities	—	—	$153K	0.4%
AB Sust Intl Thematic Fd Adv Pooled Separate Account	Other securities	—	—	$138K	0.4%
Notes receivable from participants Bearing interest at 9.75%-10.50% -	Bonds / Notes	—	—	$125K	0.3%
BlkRck Infl Prt Bond Port Ins Pooled Separate Account	U.S. Treasuries	—	—	$66K	0.2%
BlackRock High Yield Port Inst Pooled Separate Account	Other securities	—	—	$60K	0.2%
PGIM Jennison Sm Comp Fd R6 Pooled Separate Account	Other securities	—	—	$7K	<0.1%
American Funds 2060 Target Date R6 Pooled Separate Account	Other securities	—	—	$4K	<0.1%