# Federation Of State Medical Boards Of The United States, INC. 401(k) Plan
Source: https://planprovider.pro/companies/federation-of-state-medical-boards-of-the-united-states-inc-401k-plan

> Federation Of State Medical Boards Of The United States, INC.'s 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Federation Of State Medical Boards Of The United States, INC.

- **Sponsor EIN:** 751092490

- **Sponsor Address:** 400 FULLER WISER ROAD, EULESS, TX, 760393855

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

- **Total Participants:** 157

- **Total Assets:** $44.3M

## 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|157|$44.3M|$2.0M|$881,214|

| 2023|155|$39.2M|$1.8M|$807,634|

| 2022|138|$31.8M|$1.6M|$746,766|

## 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|

| RETIREMENTPLANS.COM LLC|CONTRACT ADMIN|$52,268|—|$52,268|

| RAYMOND JAMES ASSOCIATES INC|INVESTMENT ADVISOR|$32,843|—|$32,843|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$17,626|—|$17,626|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,737

- **Estimated Expense Ratio:** 0.232% 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|$107,688|—|—|—|—|

| 2023|$81,502|—|—|—|—|

| 2022|$80,226|$80,226|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/federation-of-state-medical-boards-of-the-united-states-inc-401k-plan)

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