Mountain West Farm Bureau Voluntary Employee Savings Plan
Sponsored by Mountain West Farm Bureau Mutual Insurance Company · EIN 830181634 · Plan #003
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 223
- With balances
- 283
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $62,560 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co, Inc | Securities brokerage, Securities brokerage commissions | $0 |