Cbm Retirement Investment And 401(k) Plan
Sponsored by Bankers Retirement Services, Inc. · EIN 853255425 · Plan #001
- Total assets
- $63.8M
- Net assets
- $63.8M
- Active participants
- 742
- With balances
- 784
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 |
|---|---|---|
| Empower Annuuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $96,856 |
| Bankers Retirement Services, Inc. | Trustee (directed) | $32,524 |
| Empower Advisory Group | Investment management | $5,329 |
| Watkins Ross | Contract administrator, Direct payment from the plan | $500 |