Plan Snapshot
- Plan Sponsor: Missouri Farm Bureau Insurance Brokerage, INC.
- Sponsor EIN: 431273795
- Sponsor Address: 701 S COUNTRY CLUB DRIVE, JEFFERSON CITY, MO, 65109
- Plan Type: DC
- Total Participants: 114
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 114 | $30.8M | $716,762 | $797,916 |
| 2023 | 126 | $27.9M | $605,247 | $778,948 |
| 2022 | 124 | $25.9M | $629,612 | $731,103 |
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 | — | — | $0 |
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: $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 | $121,035 | $94,812 | $26,223 | — | — |
| 2023 | $105,231 | $83,359 | $21,872 | — | — |
| 2022 | $105,796 | $83,698 | $22,098 | — | — |