# National Board Of Osteopathic Medical Examiners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-board-of-osteopathic-medical-examiners-inc-401k-plan

> National Board Of Osteopathic Medical Examiners, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT MANAGEMENT|$36,028|—|$36,028|

| JOHN HANCOCK ENTERPRISES|RECORDKEEPER|$30,369|—|$30,369|

| CLIFTON LARSON ALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT MANAGEMENT

- [JOHN HANCOCK ENTERPRISES](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [CLIFTON LARSON ALLEN, 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:** $66,397

- **Estimated Expense Ratio:** 0.329% 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|$68,624|$36,028|$32,596|—|—|

| 2023|$60,313|$31,055|$29,258|—|—|

| 2022|$63,669|$32,254|$31,415|—|—|

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