AUMdb

The Federation Of State Medical Boards Thrift Retirement Plan

Sponsored by Federation Of State Medical Boards Of The United States, Inc. · EIN 751092490 · Plan #002

Total assets
$44.3M
Net assets
$44.3M
Active participants
157
With balances
192

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Retirementplans.Com Llc Contract administrator $52,268
Raymond James Associates Inc Investment advisory (plan) $32,843
Empower Advisory Group, Llc Investment management $17,626
Empower Annuity Ins Co Of America Recordkeeping fees $3,451
Gwfs Equities Securities brokerage $0
Gwfs Equities Shareholder servicing fees $0