AUMdb

Bankers Healthcare Group, Llc Employees' 401(k) Retirement Plan

Sponsored by Bankers Healthcare Group, Llc · EIN 650376686 · Plan #001

Total assets
$91.4M
Net assets
$91.4M
Active participants
1,131
With balances
1,386

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
Actuarial Pension Analysts, Inc. Other services, Other fees $30,610
Voya Retirement Ins & Ann Co Investment advisory (participants) $15,750
Morningstar Investment advisory (plan) $0
Mma Securities Llc Other fees $0