Banker Industries, Inc. 401(k) Plan
Sponsored by Banker Industries, Inc. · EIN 208609234 · Plan #001
- Total assets
- $794K
- Net assets
- $793K
- Active participants
- 149
- With balances
- 143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (participants) | $5,825 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,114 |