# Farmer Bros. Co. 401(k) Plan
Source: https://planprovider.pro/companies/farmer-bros-co-401k-plan

> Farmer Bros. Co.'s 401(k) plan: 910 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$173,601|—|$173,601|

| NFP RETIREMENT INC.|INVESTMENT ADVISORY|$26,941|$59|$27,000|

| PKF O'CONNOR DAVIES, LLP|OTHER SERVICES|—|$16,500|$16,500|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — OTHER SERVICES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $217,101

- **Estimated Expense Ratio:** 0.210% 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|$200,542|$26,940|$173,602|—|—|

| 2023|$197,190|$27,890|$169,300|—|—|

| 2022|$235,195|$13,951|$185,343|—|$35,901|

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