# Farmers &amp; Merchants Bank Of Long Beach DC Plan
Source: https://planprovider.pro/companies/farmers-merchants-bank-of-long-beach-plan-001

> Farmers &amp; Merchants Bank Of Long Beach&#39;s DC plan: 895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farmers & Merchants Bank Of Long Beach

- **Sponsor EIN:** 950726412

- **Sponsor Address:** 302 PINE AVE, LONG BEACH, CA, 90802

- **Plan Type:** DC

- **Total Participants:** 895

- **Total Assets:** $174.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|895|$174.5M|$7.8M|$3.7M|

| 2023|874|$153.0M|$10.7M|$3.1M|

| 2022|862|$126.0M|$9.7M|$2.5M|

## 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|

| T ROWE PRICE RPS INC|NONE|$113,742|—|$113,742|

| BENEFIT FINACIAL SERVICES GROUP|NONE|$40,000|—|$40,000|

| WINDES INC.|NONE|$21,500|—|$21,500|

| WINDES, INC.|Auditor|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $196,742

- **Estimated Expense Ratio:** 0.113% 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|$175,944|—|—|$21,500|—|

| 2023|$171,673|—|—|$22,500|—|

| 2022|$153,179|—|—|—|$60,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/farmers-merchants-bank-of-long-beach-plan-001)

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