AUMdb

Texas Farm Bureau Companies 401(k) Plan

Sponsored by Texas Farm Bureau · EIN 741145986 · Plan #005

Total assets
$182M
Net assets
$182M
Active participants
1,003
With balances
1,213

Plan year beginning 01/01/2024 · 401(k)

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
Newport Group, Inc. Claims processing, Sub-transfer agency fees, Recordkeeping $101,529
Newport Trust Company Trustee (institutional) $40,839