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Original filing (PDF)20251015212502NAL0003019155001
CALIFORNIA FARM BUREAU FEDERATION
Form 5500
FILING_RECEIVED
CALIFORNIA FARM BUREAU MEMBER EMPLOYER RETIREMENT PLAN (MEP)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,524
Accounts w/ balance
431
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA FARM BUREAU FEDERATION.
Plan sponsor
Name
CALIFORNIA FARM BUREAU FEDERATION
EIN
94-0357610
Address
2600 RIVER PLAZA DRIVE · SACRAMENTO, CA · 95833
Phone
(916) 561-5528
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
NBS, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 523-4000
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GILBERTS CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | TRUST CUSTODIAN | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDEN STATE WEALTH MANAGEMENT | 46-3329328 | — | ADVISOR | $48K | — |
| PROACCOUNT | — | COLUMBUS, OH | ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES | 20-3886993 | — | TPA | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.