How big is Banchero Disability Partners' plan?

Banchero Disability Partners' plan reported $2.6M in assets and 152 participants for 2025.

Original filing (PDF)20260318120003NAL0004928848001

Banchero Disability Partners

Name: Banchero Disability Partners — Banchero Disability, Form 5500 (2025)
Creator: Banchero Disability Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banchero Disability Partners 403(b) Retirement Plan

403(b) retirement plan · Banchero Disability Partners' Banchero Disability Partners 403(b) Retirement Plan held $2.6M in plan assets for 152 participants in 2025.

Signals · 1

No auditor on file

Active participants

152

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Farzana Rehman signed Banchero Disability Partners' 2025 Form 5500 as plan administrator.

Farzana Rehman — 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

Banchero Disability Partners' EIN is 91-0879990.

EIN 91-0879990

Plan number 001

Plan year 2025

ACK ID 20260318120003NAL0004928848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Banchero Disability Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Banchero Disability Partners' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score