How big is Strawbery Banke Inc.'s plan?

Strawbery Banke Inc.'s plan reported $2.6M in assets and 64 participants for 2022.

Original filing (PDF)20230926095231NAL0017939602001

Strawbery Banke Inc.

Name: Strawbery Banke Inc. — Strawbery Banke, Inc. 403(b), Form 5500 (2022)
Creator: Strawbery Banke Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strawbery Banke, Inc. 403(b) Plan

403(b) retirement plan · Strawbery Banke Inc.'s Strawbery Banke, Inc. 403(b) Plan held $2.6M in plan assets for 64 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Strawbery Banke Inc.'s EIN is 02-0260158.

EIN 02-0260158

Plan number 040

Plan year 2022

ACK ID 20230926095231NAL0017939602001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Strawbery Banke Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Strawbery Banke Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off