Banner Solutions 401(k) Retirement Savings Plan
Sponsored by Banner Solutions · EIN 043359757 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 256
- With balances
- 373
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lockton Investment Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $30,669 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $17,439 |