Plan Snapshot
- Plan Sponsor: Germania Farm Mutual Insurance Association
- Sponsor EIN: 740643240
- Sponsor Address: PO BOX 645, BRENHAM, TX, 778335709
- Plan Type: DC
- Total Participants: 453
- Total Assets: $75.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 453 | $75.5M | $2.4M | $2.9M |
| 2023 | 475 | $69.7M | $2.9M | $3.4M |
| 2022 | 500 | $61.8M | $2.6M | $3.1M |
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 |
|---|---|---|---|---|
| JRBT, PC | Auditor | — | — | $0 |
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 | $169,052 | — | $169,052 | — | — |
| 2023 | $137,066 | — | $137,066 | — | — |
| 2022 | $155,839 | $25,373 | $127,866 | — | $2,600 |