# Banner Corporation 401(k) Plan
Source: https://planprovider.pro/companies/banner-corporation-401k-plan

> Banner Corporation's 401(k) plan: 1,957 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banner Corporation

- **Sponsor EIN:** 911691604

- **Sponsor Address:** P. O. BOX 907, WALLA WALLA, WA, 99362

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

- **Total Participants:** 1,957

- **Total Assets:** $258.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,957|$258.6M|$6.9M|$15.5M|

| 2023|1,915|$229.3M|$7.0M|$15.6M|

| 2022|1,921|$193.9M|$6.6M|$14.8M|

## 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|$214,673|—|$214,673|

| STRATEGIC ADVISORS, INC.|ADVISOR|$46,383|—|$46,383|

| CLARK NUBER P.S.|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $261,056

- **Estimated Expense Ratio:** 0.101% 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|$261,056|$46,383|—|—|—|

| 2023|$214,806|$30,261|—|—|—|

| 2022|$218,740|$20,580|—|—|—|

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