BANKERS FINANCIAL CORPORATION 401(k) Plan
What public Form 5500 filings show about the BANKERS FINANCIAL CORPORATION 401(k) plan — and how to find and check your own account.
The BANKERS FINANCIAL CORPORATION 401(k) on its latest Form 5500
BANKERS FINANCIAL CORPORATION (EIN 59-2318812) reports ASSOCIATES' SAVINGS PLAN on its most recent Form 5500, with $50.4M in plan assets across 413 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BANKERS FINANCIAL CORPORATION filing — schedules, fees, and providers.
Who runs the BANKERS FINANCIAL CORPORATION 401(k)?
BANKERS FINANCIAL CORPORATION’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BANKERS FINANCIAL CORPORATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, CBIZ CPAS P C, AMERITAS LIFE INSURANCE, BKS FINANCIAL INVESTMENTS.
How to check your BANKERS FINANCIAL CORPORATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BANKERS FINANCIAL CORPORATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).