# Oklahoma Farm Bureau Mutual 401(k) Plan
Source: https://planprovider.pro/companies/oklahoma-farm-bureau-mutual-insurance-company-401k-plan

> Oklahoma Farm Bureau Mutual&#39;s 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oklahoma Farm Bureau Mutual

- **Sponsor EIN:** 730540035

- **Sponsor Address:** 2501 NORTH STILES AVE, OKLAHOMA CITY, OK, 73105

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

- **Total Participants:** 414

- **Total Assets:** $51.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|414|$51.4M|$1.4M|$1.8M|

| 2023|339|$46.3M|$1.2M|$1.6M|

| 2022|361|$40.6M|$1.1M|$1.6M|

## 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|

| HAYNIE & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HAYNIE & CO](https://planprovider.pro/provider/haynie-and-company) — 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|$45,636|—|—|—|—|

| 2023|$64,385|—|$63,885|—|—|

| 2022|$51,255|—|$50,880|—|—|

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