AUMdb

Federated Mutual Insurance Company 401(k) Plan

Sponsored by Federated Mutual Insurance Company · EIN 410417460 · Plan #002

Total assets
$755M
Net assets
$755M
Active participants
2,978
With balances
3,608

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $190,571
Capfinancial Parters, Llc Investment advisory (plan) $88,099