AUMdb

Texas Farm Bureau & Adopting Companies Defined Contribution Plan

Sponsored by Texas Farm Bureau · EIN 741145986 · Plan #004

Total assets
$97.2M
Net assets
$97.2M
Active participants
1,003
With balances
979

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Claims processing, Recordkeeping, Direct payment from the plan $74,840
Newport Trust Company Claims processing, Custodial (securities), Account maintenance fees $23,503