How big is Banta Management Services Inc.'s plan?

Banta Management Services Inc.'s plan reported $766K in assets and 412 participants for 2024.

Original filing (PDF)20250516092510NAL0015367315001

Banta Management Services Inc.

Name: Banta Management Services Inc. — Banta Management, Form 5500 (2024)
Creator: Banta Management Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banta Management Services Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Banta Management Services Inc.'s Banta Management Services Inc. 401(k) Profit Sharing Plan & Trust held $766K in plan assets for 412 participants in 2024.

Signals · 1

No auditor on file

Active participants

412

Accounts w/ balance

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

People on this filing

Richard Fisher signed Banta Management Services Inc.'s 2024 Form 5500 as plan administrator.

Richard Fisher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Banta Management Services Inc.'s EIN is 14-1701563.

EIN 14-1701563

Plan number 001

Plan year 2024

ACK ID 20250516092510NAL0015367315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banta Management Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banta Management Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANTA MANAGEMENT SERVICES INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score