# Fb Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/fb-financial-corporation-401k-plan

> Fb Financial Corporation&#39;s 401(k) plan: 1,429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [HORNE, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fb-financial-corporation-401k-plan)

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