Plan Snapshot
- Plan Sponsor: Banner Oak Capital Partners, LP
- Sponsor EIN: 611793080
- Sponsor Address: 5950 SHERRY LANE, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 13 | $7.4M | $193,937 | $349,496 |
| 2023 | 13 | $6.0M | $202,839 | $376,934 |
| 2022 | 14 | $4.6M | $180,474 | $352,768 |