Associates' Savings Plan
Sponsored by Bankers Financial Corporation · EIN 592318812 · Plan #333
- Total assets
- $50.4M
- Net assets
- $50.4M
- Active participants
- 413
- With balances
- 714
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Consulting (pension), Participant loan processing, Participant communication | $51,207 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $30,000 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $20,951 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $9,664 |