# California Farm Bureau Federation 401(k) Plan
Source: https://planprovider.pro/companies/california-farm-bureau-federation-401k-plan

> California Farm Bureau Federation's 401(k) plan: 1,524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Farm Bureau Federation

- **Sponsor EIN:** 940357610

- **Sponsor Address:** 2600 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833

- **Plan Type:** 401(k)

- **Total Participants:** 1,524

- **Total Assets:** $33.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,524|$33.8M|$1.3M|$1.6M|

| 2023|1,664|$28.6M|$1.1M|$1.5M|

| 2022|1,398|$25.2M|$990,319|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GOLDEN STATE WEALTH MANAGEMENT|ADVISOR|$48,368|—|$48,368|

| NATIONWIDE|TRUST CUSTODIAN|$37,708|—|$37,708|

| NATIONAL BENEFIT SERVICES|TPA|$5,379|$27,350|$32,729|

| PROACCOUNT|ADVISOR|$15,669|—|$15,669|

| GILBERTS CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — TRUST CUSTODIAN

- [GILBERTS CPAS](https://planprovider.pro/provider/gilbert-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,474

- **Estimated Expense Ratio:** 0.397% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$68,709|—|$68,709|—|—|

| 2023|$123,285|$39,084|$42,363|—|—|

| 2022|$95,971|—|$95,971|—|—|

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