Fbl Financial Group Retirement Plan
Sponsored by Fbl Financial Group, Inc. · EIN 421411715 · Plan #001
- Total assets
- $254M
- Net assets
- $254M
- Active participants
- 496
- 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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Actuarial, Contract administrator, Recordkeeping | $122,408 |
| Principal Custody Solutions | Trustee (institutional), Direct payment from the plan | $83,103 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $57,000 |
| Lutz And Company P.C. | Accounting, Direct payment from the plan | $24,000 |