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Original filing (PDF)20250917144501NAL0000605169001
FARMERS GROUP, INC.
Form 5500
FILING_RECEIVED
FARMERS GROUP, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
17,891
Accounts w/ balance
28,334
Plan assets (EOY)
$5.0B
Net assets (EOY)
$4.9B
How this plan invests
This plan
12 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 138% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (13 disclosed providers, 6 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS GROUP, INC..
Plan sponsor
Name
FARMERS GROUP, INC.
EIN
95-0725935
Address
P.O. BOX 4363 · WOODLAND HILLS, CA · 913654363
Phone
(800) 451-0797
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLON BANK OF NEW YORK | 13-5160382 | — | CUSTODIAN | $647K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | SELF-DIRECTED BROKERAGE | $16K | — |
Trustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | TRUSTEE | $1.2M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | TRUSTEE | $146K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG US LLP | 34-6565596 | — | AUDITOR | $100K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIBSON, DUNN & CRUTCHER LLP | 95-1611234 | — | LEGAL | $13K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON | 30-0835489 | — | ASSET MANAGER | $1.2M | — |
| AMERICAN CENTURY | 44-0640487 | — | ASSET MANAGER | $942K | — |
| MONDRIAN | 98-0117968 | — | ASSET MANAGER | $810K | — |
| GOLDMAN SACHS | 04-3211048 | — | ASSET MANAGER | $379K | — |
| PIMCO | 33-0629048 | — | ASSET MANAGER | $288K | — |
| BLACKROCK | 94-3112180 | — | ASSET MANAGER | $98K | — |
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | CONSULTING (GENERAL) | $46K | — |
Investments
7 direct securities · 12 pooled funds· $5.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.5B
11 holdings
Uncategorized
$2.0B
7 holdings
Pooled Separate Account
$81.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Farmers Active Stock Fund (See Detail) | — | — | — | $1.0B | 20.3% | |
| BARCLAYS GLOBAL INVS N A INVT BLACKROCK INSTITUTIONAL TRUST COMPANY N A · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $677.9M | 13.6% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND WILMINGTON TRUST, N.A. · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $477.4M | 9.6% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND WILMINGTON TRUST, N.A. · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $474.7M | 9.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT WILMINGTON TRUST, N.A. · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $432.0M | 8.7% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND WILMINGTON TRUST, N.A. · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $392.2M | 7.9% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND WILMINGTON TRUST, N.A. · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $375.5M | 7.5% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND WILMINGTON TRUST, N.A. · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $341.4M | 6.8% | |
| Farmers Stock Index Fund (See Detail) | — | — | — | $251.2M | 5.0% | |
| Farmers Active Stable Value Fund (See Detail) | — | — | — | $246.5M | 4.9% | |
| Farmers Active Bond Fund (See Detail) | — | — | — | $240.6M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND WILMINGTON TRUST, N.A. · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $203.0M | 4.1% | |
| Vanguard brokerage option-Self directed brokerage acct | — | — | — | $151.9M | 3.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND WILMINGTON TRUST, N.A. · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $120.8M | 2.4% | |
| METROPOLITAN LIFE GAC METROPOLITAN LIFE · EIN 13-5581829 / PN 001 | Pooled Separate Account | — | — | $81.9M | 1.6% | |
| Farmers Bond Index Fund (See Detail) | — | — | — | $59.4M | 1.2% | |
| Notes receivable from participants | — | — | — | $56.4M | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $44.8M | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND WILMINGTON TRUST, N.A. · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |