Plan Snapshot
- Plan Sponsor: Farmer Bros. Co.
- Sponsor EIN: 950725980
- Sponsor Address: 14501 N. FREEWAY, FORT WORTH, TX, 76177
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $103.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 910 | $103.5M | $1.0M | $4.2M |
| 2023 | 1,015 | $101.3M | $2.3M | $4.7M |
| 2022 | 1,109 | $96.8M | $4.8M | $5.2M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $200,542 | $26,940 | $173,602 | — | — |
| 2023 | $197,190 | $27,890 | $169,300 | — | — |
| 2022 | $235,195 | $13,951 | $185,343 | — | $35,901 |