Plan Snapshot
- Plan Sponsor: Fb Financial Corporation
- Sponsor EIN: 621216058
- Sponsor Address: 1221 BROADWAY, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 1,429
- Total Assets: $111.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,429 | $111.3M | $3.3M | $8.8M |
| 2023 | 1,413 | $99.5M | $3.4M | $9.2M |
| 2022 | 1,587 | $86.7M | $3.7M | $10.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $155,154 | — | $155,154 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | INVESTMENT ADVISOR | $37,628 | — | $37,628 |
| ACCESS RETIREMENT | INVESTMENT ADVISOR | $30,312 | — | $30,312 |
| HORNE, LLP | ACCOUNTANT | $24,156 | — | $24,156 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- HORNE, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,250
- Estimated Expense Ratio: 0.222% 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 | $247,950 | $67,940 | — | — | — |
| 2023 | $269,986 | $71,341 | — | $6,500 | — |
| 2022 | $251,356 | $82,631 | — | — | $27,826 |