Farmers Investment Co. 401(k) Savings Plan And Trust
Sponsored by Farmers Investment Co. · EIN 860090323 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 129
- With balances
- 166
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees, Other fees | $36,430 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $15,576 |