Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BANKFIRST
EIN 47-0529225bankingLatest filing 2025
Plans
3
Retirement
3
$22.5M assets
Welfare
0
Participants
244
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $22.5M assets / 244 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BANKFIRST 401K PROFIT SHARING PLAN
401k
Assets$19.6M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BANKFIRST CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BANKFIRST-INSB 401(K) PLAN
401k
Assets$348K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANKFIRST 401K PROFIT SHARING PLAN | 401k | $19.6M | 155 | 2025 | |
| 003 | BANKFIRST CASH BALANCE PLAN | CashBalance | $2.5M | 80 | 2025 | |
| 002 | BANKFIRST-INSB 401(K) PLAN | 401k | $348K | 9 | 2025 |
Retirement plans