How big is Banner Associates, Inc.'s plan?

Banner Associates, Inc.'s plan reported $19.6M in assets and 108 participants for 2024.

Original filing (PDF)20250627163213NAL0023730674001

Banner Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Banner Associates, Inc. 401(k) Plan

401(k) retirement plan · Banner Associates, Inc.'s Banner Associates, Inc. 401(k) Plan held $19.6M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

128

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

Carol Kervin signed Banner Associates, Inc.'s 2024 Form 5500 as plan administrator.

Carol Kervin — 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 Associates, Inc.'s EIN is 83-0184921.

EIN 83-0184921

Plan number 003

Plan year 2024

ACK ID 20250627163213NAL0023730674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Banner Associates, 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 BANNER ASSOCIATES, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off