# Banker'S Toolbox, INC. 401(k) Plan
Source: https://planprovider.pro/companies/banker-s-toolbox-inc-401k-plan

> Banker'S Toolbox, INC.'s 401(k) plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banker'S Toolbox, INC.

- **Sponsor EIN:** 474367478

- **Sponsor Address:** 12331 B RIATA TRACE PARKWAY, AUSTIN, TX, 787276530

- **Plan Type:** 401(k)

- **Total Participants:** 617

- **Total Assets:** $76.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|617|$76.5M|$2.6M|$7.1M|

| 2023|582|$58.8M|$2.5M|$6.5M|

| 2022|558|$41.5M|$3.6M|$6.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$74,680|—|$74,680|

| ALLIANT RETIREMENT SERVICES|ADVISOR|$60,000|—|$60,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$15,230|—|$15,230|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $149,910

- **Estimated Expense Ratio:** 0.196% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$149,910|$75,230|—|—|—|

| 2023|$140,180|$76,031|—|—|—|

| 2022|$164,286|$15,873|—|—|—|

## Similar Plans

- [Quorum Business Solutions (U.S.A.), INC.](https://planprovider.pro/companies/quorum-business-solutions-u-s-a-inc-401k-plan) — 573 participants

- [Planview, INC.](https://planprovider.pro/companies/planview-inc-401k-plan) — 516 participants

- [Photon Infotech INC](https://planprovider.pro/companies/photon-infotech-inc-401k-plan) — 502 participants

- [Movate INC.](https://planprovider.pro/companies/slash-support-d-b-a-css-corporation-401k-plan) — 467 participants

- [Shiftkey, LLC](https://planprovider.pro/companies/shiftkey-llc-401k-plan) — 458 participants

- [Upland Software, INC.](https://planprovider.pro/companies/upland-software-inc-401k-plan) — 431 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/banker-s-toolbox-inc-401k-plan)

© 2026 PlanProvider.Pro