Plan Snapshot
- Plan Sponsor: Missouri Farm Bureau Federation
- Sponsor EIN: 440356250
- Sponsor Address: PO BOX 658, JEFFERSON CITY, MO, 651020658
- Plan Type: DB
- Total Participants: 366
- Total Assets: $81.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 366 | $81.8M | $2.8M | $0 |
| 2023 | 371 | $78.3M | $2.8M | $0 |
| 2022 | 358 | $67.5M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| WILLIAMS-KEEPERS, LLC | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.015% 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 | $275,214 | $106,978 | — | $12,000 | — |
| 2023 | $211,676 | $92,713 | — | $14,465 | — |
| 2022 | $235,554 | $99,196 | — | — | $75,821 |