Banner 401(k) Plan
Sponsored by Banner Of N.O., L.L.C. · EIN 721085432 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 195
- With balances
- 304
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $47,347 |
| Prospera Financial Services, Inc. | Investment advisory (plan), Consulting fees | $24,992 |