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BANCHERO DISABILITY PARTNERS — BANCHERO DISABILITY PARTNERS 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250911141234NAL0000847776001
BANCHERO DISABILITY PARTNERS
Form 5500-SF
FILING_RECEIVED
BANCHERO DISABILITY PARTNERS 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
117
Accounts w/ balance
42
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BANCHERO DISABILITY PARTNERS
.
Find decision makers
Plan sponsor
Name
BANCHERO DISABILITY PARTNERS
EIN
91-0879990
Address
13732 MIDVALE AVE N #103 · SEATTLE, WA · 981337038
Phone
(206) 367-7795
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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