AUMdb

Farmers Mutual Hail Tax Deferred Savings Plan

Sponsored by Farmers Mutual Hail Insurance Company Of Iowa · EIN 420245840 · Plan #002

Total assets
$172M
Net assets
$172M
Active participants
583
With balances
690

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
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $130,722
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $129,878
Farmers Mutual Hail Insurance Compa Other services, Other fees $0