How big is Banyan Accounting LLC's plan?

Banyan Accounting LLC's plan reported $14K in assets and 4 participants for 2024.

Original filing (PDF)20250707164901NAL0004002033001

Banyan Accounting LLC

Name: Banyan Accounting LLC — Banyan Accounting LLC 401(k), Form 5500 (2024)
Creator: Banyan Accounting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banyan Accounting LLC 401(k) Plan

401(k) retirement plan · Banyan Accounting LLC's Banyan Accounting LLC 401(k) Plan held $14K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Tricia Drago signed Banyan Accounting LLC's 2024 Form 5500 as plan administrator.

Tricia Drago — 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

Banyan Accounting LLC's EIN is 82-3011218.

EIN 82-3011218

Plan number 001

Plan year 2024

ACK ID 20250707164901NAL0004002033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banyan Accounting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banyan Accounting LLC's plan includes 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 BANYAN ACCOUNTING LLC.

Finding similar companies…

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