Border Bank 401(k) Plan & Trust
Sponsored by Border Bank · EIN 450314785 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 156
- With balances
- 181
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 |
|---|---|---|
| Impact Retirement Advisors, Llc CRD 330475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $66,835 |
| Impact Retirement Advisors, Llc | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $18,245 |