Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust
Sponsored by Missouri Farm Bureau Insurance Brokerage, Inc. · EIN 431273795 · Plan #001
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 114
- With balances
- 154
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 |
|---|---|---|
| Sundvold Capital Management Llc CRD 108176 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sundvold Financial | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $94,812 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $26,223 |