California Farm Bureau Member Employer Retirement Plan (Mep)
Sponsored by California Farm Bureau Federation · EIN 940357610 · Plan #333 · Sacramento, CA
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 1,524
- With balances
- 431
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 |
|---|---|---|
| Golden State Wealth Management, Llc CRD 167995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Golden State Wealth Management | Investment advisory (plan) | $48,368 |
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $37,708 |
| Proaccount | Investment advisory (plan) | $15,669 |
| National Benefit Services | Recordkeeping, Other services, Other fees | $5,379 |