# Farmers Mutual Insurance Co. Of Ne 401(k) Plan
Source: https://planprovider.pro/companies/farmers-mutual-insurance-co-of-ne-401k-plan

> Farmers Mutual Insurance Co. Of Ne's 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farmers Mutual Insurance Co. Of Ne

- **Sponsor EIN:** 470157205

- **Sponsor Address:** PO BOX 81529, LINCOLN, NE, 685011529

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

- **Total Participants:** 341

- **Total Assets:** $81.4M

## 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|341|$81.4M|$1.3M|$3.1M|

| 2023|323|$70.2M|$1.3M|$2.6M|

| 2022|304|$57.4M|$1.1M|$2.5M|

## 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|$114,423|—|$114,423|

| D A DAVIDSON & CO|INVESTMENT ADVISORY|—|$32,000|$32,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [D A DAVIDSON & CO](https://planprovider.pro/provider/da-davidson-and-co) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,423

- **Estimated Expense Ratio:** 0.180% 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|$114,423|—|$114,423|—|—|

| 2023|$103,106|—|$103,106|—|—|

| 2022|$87,175|—|$87,175|—|—|

## Similar Plans

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- [National Indemnity Company](https://planprovider.pro/companies/national-indemnity-company-401k-plan) — 3,352 participants

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