# Members Benefit Corp. 401(k) Plan
Source: https://planprovider.pro/companies/members-benefit-corp-401k-plan

> Members Benefit Corp.'s 401(k) plan: 3,005 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Members Benefit Corp.

- **Sponsor EIN:** 461357384

- **Sponsor Address:** 300 AVENUE OF THE CHAMPIONS,, PALM BEACH GARDENS, FL, 33418

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

- **Total Participants:** 3,005

- **Total Assets:** $132.3M

## 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.|

| 2023|3,005|$132.3M|$4.2M|$10.3M|

| 2022|3,035|$124.7M|$4.2M|$10.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$608,584|—|$608,584|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$318,048|—|$318,048|

| GWN SECURITIES, INC|BROKER/ ADVISOR|—|$285,732|$285,732|

| MEMBERS BENEFIT CORP|TRUSTEE|$153,372|—|$153,372|

| EMPOWER ADVISORTY GROUP LLC|INVESMENT MGMT|$132,722|—|$132,722|

| PROPELLER, INC.|OTHER|$108,368|—|$108,368|

| CREATIVE PLANNING LLC|INVESTMENT ADVISORY|$107,342|—|$107,342|

| TEMPLETON & COMPANY LLP|AUDITOR|$19,722|—|$19,722|

| TEMPLETON & COMPANY|Auditor|$14,295|—|$14,295|

### Verified Provider Profiles

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

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,748,185

- **Estimated Expense Ratio:** 1.321% 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|

| 2023|$593,018|—|$143,250|$14,295|—|

| 2022|$629,458|$602,700|—|—|—|

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