How big is Murdock Banner Financial Group, LLC's plan?

Murdock Banner Financial Group, LLC's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250801214939NAL0010610032001

Murdock Banner Financial Group, LLC

Name: Murdock Banner Financial Group, LLC — Murdock Banner, Form 5500 (2024)
Creator: Murdock Banner Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Murdock Banner Financial Group, LLC 401(k) Plan

401(k) retirement plan · Murdock Banner Financial Group, LLC's Murdock Banner Financial Group, LLC 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Craig COEN signed Murdock Banner Financial Group, LLC's 2024 Form 5500 as plan administrator.

Craig COEN — 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

Murdock Banner Financial Group, LLC's EIN is 46-1613321.

EIN 46-1613321

Plan number 001

Plan year 2024

ACK ID 20250801214939NAL0010610032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Murdock Banner Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Murdock Banner Financial Group, LLC'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 MURDOCK BANNER FINANCIAL GROUP, LLC.

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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