Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust
Sponsored by Banner & Witcoff, Ltd. · EIN 364008943 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 247
- With balances
- 405
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |