AUMdb

Western Farm Bureau Pension Plan

Sponsored by Farm Bureau Insurance Company Of Idaho Er 09 · EIN 820189910 · Plan #001 · Pocatello, ID

Total assets
$86.9M
Net assets
$86.9M
Active participants
113
With balances
0

Plan year beginning 01/01/2024

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
Milliman Actuarial, Contract administrator, Recordkeeping $99,687
Usi Investment advisory (plan) $37,211
Matrix Trust Company Custodial (other), Trustee (institutional) $28,243
Haynie & Company Accounting $16,500
Schwab Custodial (other), Trustee (institutional) $5,796
Sherman & Howard Legal $5,564