# Conference Of State Bank Supervisor 401(k) Plan
Source: https://planprovider.pro/companies/conference-of-state-bank-supervisor-401k-plan

> Conference Of State Bank Supervisor's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conference Of State Bank Supervisor

- **Sponsor EIN:** 522080072

- **Sponsor Address:** 1300 I STREET NW, WASHINGTON, DC, 20005

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $52.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|156|$52.0M|$3.0M|$2.4M|

| 2023|155|$48.7M|$3.1M|$2.3M|

| 2022|158|$39.1M|$3.1M|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$118,967|—|$118,967|

| COMMONWEALTH EQUITY SERVICES|SERVICE PROVIDER|—|$36,667|$36,667|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$24,957|—|$24,957|

| CLIFTON LARSON ALLEN LLP|SERVICE PROVIDER|$14,443|—|$14,443|

| MORNINGSTAR|SERVICE PROVIDER|—|$7,405|$7,405|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH EQUITY SERVICES](https://planprovider.pro/provider/commonwealth-financial-network) — SERVICE PROVIDER

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — SERVICE PROVIDER

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,439

- **Estimated Expense Ratio:** 0.389% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$158,366|$33,932|$109,217|—|—|

| 2023|$128,745|$20,292|$93,393|—|—|

| 2022|$133,262|—|—|—|—|

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