Farm Bureau Retirement Plan
Sponsored by Iowa Farm Bureau Federation · EIN 420331840 · Plan #005
- Total assets
- $49.6M
- Net assets
- $49.6M
- Active participants
- 128
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping, Direct payment from the plan | $34,265 |
| Capfinancial Partners Llp | Investment advisory (plan), Direct payment from the plan, Other fees | $18,000 |
| Lutz And Company P.C. | Accounting, Direct payment from the plan | $17,000 |