AUMdb

Virginia Farm Bureau Companies Employees' 401(k) Plan

Sponsored by Virginia Farm Bureau · EIN 540502500 · Plan #002

Total assets
$229M
Net assets
$229M
Active participants
1,004
With balances
1,095

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
Benefit Fiduciary Group Llc CRD 291252 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefit Fiduciary Group Llc Investment advisory (plan) $85,940
Strategic Advisors, Inc. Investment advisory (plan) $14,264
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$153,713