# Federal Management Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/federal-management-co-inc-401k-plan

> Federal Management Co., INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Federal Management Co., INC.

- **Sponsor EIN:** 042513390

- **Sponsor Address:** 536 GRANITE STREET STE, 301, BRAINTREE, MA, 02184

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

- **Total Participants:** 172

- **Total Assets:** $18.8M

## 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|172|$18.8M|$408,867|$1.2M|

| 2023|166|$16.2M|$384,707|$1.0M|

| 2022|166|$13.1M|$371,810|$1.0M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$54,566|—|$54,566|

| DAVINCI CAPITAL MANAGEMENT, INC.|NONE|$49,371|—|$49,371|

| CHARLES SCHWAB|NONE|—|$5,843|$5,843|

| RAPHAEL & RAPHAEL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,780

- **Estimated Expense Ratio:** 0.585% 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|$103,937|$49,371|$54,566|—|—|

| 2023|$86,773|$40,977|$45,796|—|—|

| 2022|$86,046|—|$86,046|—|—|

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