Banner Property Management, Llc 401(k) Plan And Trust
Sponsored by Banner Property Management, Llc · EIN 201342591 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 93
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc. | Investment advisory (plan) | $31,766 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $18,908 |
| Shore Tompkins Actuarial Resources | Contract administrator | $3,150 |