Original filing (PDF)20250829075914NAL0019007968001

BANC-SERV PARTNERS LLC

Name: BANC-SERV PARTNERS LLC — BANC-SERV PARTNERS LLC 401(K) PROFIT SHARING & TRUST, Form 5500 (2024)
Creator: BANC-SERV PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

BANC-SERV PARTNERS LLC 401(K) PROFIT SHARING & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANC-SERV PARTNERS LLC.

Plan sponsor

Name

BANC-SERV PARTNERS LLC

EIN

32-0018338

Address

1981 MARCUS AVE STE 130 · NEW HYDE PARK, NY · 110421046

Phone

(212) 356-9500

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

OPERATION 300 INC

OPERATION 300 INC 401(K) PROFIT SHARING PLAN & TRUST

$108K · 4 participants

ANSWER MEDICAL SOLUTIONS, INC.

ANSWER MEDICAL SOLUTIONS RETIREMENT PLAN

$108K · 15 participants

DNCA, LLC

D N C A LLC RETIREMENT TRUST

$108K · 3 participants

STRATEGIC HEALTHCARE SOLUTIONS

STRATEGIC HEALTHCARE SOLUTIONS 401(K) PLAN

$108K · 29 participants

DIGITAL ALCHEMY NORTH AMERICA

DIGITAL ALCHEMY NORTH AMERICA 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.