AUMdb

Indiana Farm Bureau Companies Employees' 401(k) Savings Plan

Sponsored by United Farm Family Life Insurance · EIN 351097117 · Plan #106

Total assets
$291M
Net assets
$291M
Active participants
1,341
With balances
1,664

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
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Invest Inst Op Participant loan processing, Recordkeeping fees, Account maintenance fees $112,214
Procourse Fiduciary Advisors, Llc Investment advisory (plan) $55,000
Johnson Lambert Llp Accounting, Direct payment from the plan $17,800