Filings through .
Farmer & Betts
Matched across 11 name variants in the filings
Farmer & Betts summary
Farmer & Betts appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $266M in assets for 6,838 participants. The median client plan holds $8.5M. Most client plans are sponsored in CA, CO and KS. The largest clients by plan assets are SDG Mgmt Company, LLC, Multi Media, LLC and Probablymonsters Inc. Plans reported $238K in direct and indirect compensation paid to Farmer & Betts. The median is $9K per plan.
- Participants
- 6,838
- Median plan assets
- $8.5M
- Median plan participants
- 227
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| SDG Mgmt Company, LLC | NY | $110M | 2,493 |
| Multi Media, LLC | CA | $25.9M | 460 |
| Probablymonsters Inc | TX | $23.1M | 389 |
| O'Keeffe's, Inc. | CA | $21.4M | 308 |
| Elica Health Centers | CA | $14.7M | 732 |
| Spanish Speaking Unity Council of Alameda County | CA | $12.9M | 566 |
| C.D.L. Electric Company, Inc. | KS | $10.3M | 465 |
| Wood Mechanix Holding Company | OR | $10.0M | 237 |
| Taurus Holdings, Inc. | GA | $9.8M | 216 |
| Binford Metals L.L.C. | WA | $7.2M | 180 |
| SJB Child Development Centers | CA | $7.0M | 257 |
| Atmosera, Inc. | OR | $6.9M | 161 |
| Northern Management Services, Inc. | ID | $3.7M | 198 |
| Metron Farnier, LLC | CO | $3.3M | 175 |
| Heartland Healthcare Providers, Inc. | KS | $4K | 1 |
| CSMN Operations, LLC Dba All Points North Lodge | CO | $0 | 0 |
| Moltz Construction, Inc. | CO | $0 | 0 |
| IT's Never 2 Late, LLC Dba Lifeloop | CO | $0 | 0 |
- NYParticipants 2,493
- Multi Media, LLC$25.9MCAParticipants 460
- Probablymonsters Inc$23.1MTXParticipants 389
- O'Keeffe's, Inc.$21.4MCAParticipants 308
- Elica Health Centers$14.7MCAParticipants 732
- CAParticipants 566
- KSParticipants 465
- ORParticipants 237
- GAParticipants 216
- WAParticipants 180
- CAParticipants 257
- Atmosera, Inc.$6.9MORParticipants 161
- IDParticipants 198
- Metron Farnier, LLC$3.3MCOParticipants 175
- KSParticipants 1
- COParticipants 0
- COParticipants 0
- COParticipants 0
Top client states
- CA5 plans
- CO4 plans
- KS2 plans
- OR2 plans
- GA1 plan
Frequently asked questions
- Who uses Farmer & Betts?
- 18 retirement plans list Farmer & Betts as a service provider on Schedule C of Form 5500. The largest clients by plan assets include SDG Mgmt Company, LLC, Multi Media, LLC, Probablymonsters Inc, O'Keeffe's, Inc. and Elica Health Centers. Most client plans are sponsored in CA, CO and KS.
- How many plans does Farmer & Betts serve?
- Farmer & Betts serves 18 retirement plans with $266M in plan assets and 6,838 participants, based on the latest Form 5500 filings through 2024.
- What does Farmer & Betts charge?
- Plans reported $238K in total Schedule C compensation paid to Farmer & Betts. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18-4 YoYRank #917 of mapped providers
Assets under administration$266M0.0%Rank #8038 by share of filed assets
Fees received$238,460Median $8,629/planSum across Schedule C direct + indirect
Net wins YoY-52 won - 7 lostPlan-level switch detection
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