Bank First Retirement Plan
Sponsored by Bank First Corporation · EIN 391435359 · Plan #002
- Total assets
- $67.9M
- Net assets
- $67.9M
- Active participants
- 366
- With balances
- 512
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $89,875 |
| Independent Financial | Investment advisory (plan), Direct payment from the plan | $79,375 |
| Reilly, Penner & Benton Llp | Accounting, Direct payment from the plan | $17,937 |