Germania Companies Employees Defined Benefit Pension Plan
Sponsored by Germania Farm Mutual Insurance Association · EIN 740643240 · Plan #001
- Total assets
- $85.5M
- Net assets
- $85.5M
- Active participants
- 85
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Global Investors Llc | Investment advisory (plan), Direct payment from the plan | $189,966 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $87,191 |
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $47,383 |
| Jaynes, Reitmeier, Boyd | Accounting, Direct payment from the plan | $11,600 |