Bankers Finance Capital Corp. Employee Retirement Plan
Sponsored by Presidential Bank · EIN 521377663 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 347
- With balances
- 387
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (participants), Investment advisory (plan) | $7,505 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $75 |