How big is Banner & Witcoff, Ltd.'s plan?

Banner & Witcoff, Ltd.'s plan reported $2.0M in assets and 41 participants for 2024.

Original filing (PDF)20251008111518NAL0005749745001

Banner & Witcoff, Ltd.

Name: Banner & Witcoff, Ltd. — Banner & Witcoff, Ltd., Form 5500 (2024)
Creator: Banner & Witcoff, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banner & Witcoff, Ltd. 401(k) Plan & Trust

401(k) retirement plan · Banner & Witcoff, Ltd.'s Banner & Witcoff, Ltd. 401(k) Plan & Trust held $2.0M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Benjamin Spehlmann signed Banner & Witcoff, Ltd.'s 2024 Form 5500 as plan administrator.

Benjamin Spehlmann — 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

Banner & Witcoff, Ltd.'s EIN is 36-4008943.

EIN 36-4008943

Plan number 021

Plan year 2024

ACK ID 20251008111518NAL0005749745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banner & Witcoff, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banner & Witcoff, Ltd.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANNER & WITCOFF, LTD..

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Plan health score

Top-tier plan health

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BANNER & WITCOFF, LTD.

EIN

all filings

Address

SUITE 3600 · CHICAGO, IL · 60606

Phone

(312) 715-1000

Industry

Law Offices· Professional & Technical Services

Plan administrator