Bankers Retirement Services, Inc. 401(k) Plan
What public Form 5500 filings show about the Bankers Retirement Services, Inc. 401(k) plan — and how to find and check your own account.
The Bankers Retirement Services, Inc. 401(k) on its latest Form 5500
Bankers Retirement Services, Inc. (EIN 85-3255425) reports CBM RETIREMENT INVESTMENT AND 401(K) PLAN on its most recent Form 5500, with $63.8M in plan assets across 742 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 Retirement Services, Inc. filing — schedules, fees, and providers.
Who runs the Bankers Retirement Services, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bankers Retirement Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WATKINS ROSS, BANKERS RETIREMENT SERVICES, EMPOWER ADVISORY GROUP.
How to check your Bankers Retirement Services, Inc. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask Bankers Retirement Services, Inc. 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).