Plan Snapshot
- Plan Sponsor: National Board Of Osteopathic Medical Examiners, INC.
- Sponsor EIN: 364135679
- Sponsor Address: 8765 W. HIGGINS ROAD, SUITE 200, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $20.2M
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 | 110 | $20.2M | $737,178 | $945,898 |
| 2023 | 112 | $19.6M | $656,955 | $884,739 |
| 2022 | 101 | $16.4M | $596,629 | $814,610 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,624 | $36,028 | $32,596 | — | — |
| 2023 | $60,313 | $31,055 | $29,258 | — | — |
| 2022 | $63,669 | $32,254 | $31,415 | — | — |