Bapko Metal, Inc. Retirement Plan
Sponsored by Bapko Metal, Inc. · EIN 953224566 · Plan #002
- Total assets
- $6.8M
- Net assets
- $6.7M
- Active participants
- 172
- With balances
- 209
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (participants) | $18,958 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,339 |
| Blue Ridge Esop Associates | Contract administrator | $1,747 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $300 |
| Empower Advisory Group Llc | Investment management | $4 |