Farm Bureau 401(k) Savings Plan
Sponsored by Iowa Farm Bureau Federation And Affiliated Companies · EIN 420331840 · Plan #004
- Total assets
- $498M
- Net assets
- $498M
- Active participants
- 2,229
- With balances
- 2,863
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Participant communication | $355,963 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $103,625 |
| Lutz & Company, Pc | Accounting, Direct payment from the plan, Other fees | $27,500 |
| Kutak Rock Llp | Legal, Direct payment from the plan, Other fees | $26,811 |