# Fms Financial Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fms-financial-management-services-llc-401k-plan

> Fms Financial Management Services, LLC's 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fms Financial Management Services, LLC

- **Sponsor EIN:** 473105463

- **Sponsor Address:** RADICE CORPORATE CENTER II, FORT LAUDERDALE, FL, 33334

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

- **Total Participants:** 250

- **Total Assets:** $21.0M

## 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|250|$21.0M|$657,005|$1.8M|

| 2023|248|$17.4M|$626,801|$1.7M|

| 2022|258|$15.4M|$534,618|$1.4M|

## 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|

| BGBC PARTNERS LLP|ACCOUNTANT/AUDITOR|$53,615|—|$53,615|

| TRUIST ADVISORY SERVICES INC|ADVISOR|$28,077|—|$28,077|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,915|—|$13,915|

### Verified Provider Profiles

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

- [BGBC PARTNERS LLP](https://planprovider.pro/provider/bgbc-partners-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,607

- **Estimated Expense Ratio:** 0.456% 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|$95,607|$28,077|—|$53,615|—|

| 2023|$71,862|$12,060|—|$46,846|—|

| 2022|$79,908|—|—|—|$79,908|

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