Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $69.4M assets / 920 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BANKERS FINANCE CAPITAL CORP. EMPLOYEE 401(K) PLAN | 401(k) | $52.5M | 433 | 2025 |
| #001 | BANKERS FINANCE CAPITAL CORP. EMPLOYEE RETIREMENT PLAN | Money purchase | $17.0M | 487 | 2025 |