Louise CEJA signed Farmer Bros. Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Farmer Bros. Co.'s EIN is 95-0725980.
Download the official 2024 Form 5500 (PDF) for Farmer Bros. Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farmer Bros. Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $27K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $284K | $13.4M | 13.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $194K | $10.4M | 10.1% | |
| S SHARES / UNITS Fidelity 500 Index Fund | Mutual Funds | — | $45K | $9.1M | 8.8% | |
| GROUP ANNUITY CONTRACT * Principal Fixed Income Option | Common Stocks | — | — | $9.0M | 8.7% | |
| LARGE CAP GROWTH FUND II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $481K | $7.4M | 7.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $110K | $6.1M | 5.9% | |
| Vanguard Info Tech Idex ADM FD | Mutual Funds | — | $16K | $5.1M | 4.9% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $154K | $4.7M | 4.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $112K | $4.6M | 4.5% | |
| Principal MidCap Separate Account | Pooled Separate Accounts | — | $7K | $4.2M | 4.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $4.2M | 4.1% | |
| * Farmer Bros. Co. common stock | Common Stocks | — | $2.1M | $3.8M | 3.6% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $115K | $3.1M | 3.0% | |
| MFS Value R6 Fund | Mutual Funds | — | $62K | $3.0M | 2.9% | |
| Principal Capital Appreciation Inst Fund | Other securities | — | $31K | $2.7M | 2.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.7M | 2.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | $125K | $2.2M | 2.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $66K | $2.2M | 2.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $39K | $1.4M | 1.3% | |
| MID CAP VALUE FUND II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | $93K | $1.2M | 1.1% | |
| Fidelity Mid CP Index Fund | Common Collective Trusts | — | $34K | $1.1M | 1.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $38K | $1.1M | 1.1% | |
| Principal LifeTime StrT Income Sep account | Other securities | — | $36K | $1.1M | 1.0% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.1M | 1.0% | |
| American Funds NewWorld R6 | Mutual Funds | — | $14K | $1.0M | 1.0% | |
| 10.50% with maturities through 2043 | Bonds / Notes | — | — | $1.0M | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $15K | $824K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $76K | $717K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $6K | $608K | 0.6% | |
| JP Morgan Sm Cap Value R6 Fund | Other securities | — | $16K | $434K | 0.4% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $19K | $292K | 0.3% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $9K | $160K | 0.2% | |
| Principal LifeTime 2070 Separate Account | Pooled Separate Accounts | — | $9K | $121K | 0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $121K | 0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $3K | $72K | <0.1% | |
| (E) | Other securities | — | — | $72K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% |
