AUMdb

B1 Bank Employee Retirement Plan And Trust

Sponsored by B1 Bank · EIN 203977125 · Plan #001

Total assets
$68.7M
Net assets
$68.7M
Active participants
770
With balances
878

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension And Payroll Contract administrator $67,958
Empower Annuity Insurance Co Of Am. Recordkeeping fees $38,368
Empower Advisory Group, Llc Investment management $14,210
Gallagher Benefit Services Investment advisory (plan) $10,000