# Texas Farm Bureau DC Plan
Source: https://planprovider.pro/companies/texas-farm-bureau-plan-005

> Texas Farm Bureau's DC plan: 1,003 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Farm Bureau

- **Sponsor EIN:** 741145986

- **Sponsor Address:** 7420 FISH POND ROAD, WACO, TX, 76710

- **Plan Type:** DC

- **Total Participants:** 1,003

- **Total Assets:** $181.7M

## 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|1,003|$181.7M|$3.5M|$6.3M|

| 2023|948|$164.2M|$3.2M|$6.0M|

| 2022|820|$142.5M|$2.9M|$5.3M|

## 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|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$101,529|—|$101,529|

| NEWPORT TRUST COMPANY|TRUSTEE|$40,839|—|$40,839|

| JAYNES, REITMEIER, BOYD & THERRELL|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,368

- **Estimated Expense Ratio:** 0.078% 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|$142,368|—|$84,587|—|—|

| 2023|$130,975|—|$81,251|—|—|

| 2022|$119,494|—|$83,026|—|$36,468|

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