# Banner Oak Capital Partners, LP 401(k) Plan
Source: https://planprovider.pro/companies/banner-oak-capital-partners-lp-401k-plan

> Banner Oak Capital Partners, LP's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Cim Sba Staffing, LLC](https://planprovider.pro/companies/cim-sba-staffing-llc-401k-plan) — 17 participants

- [New Day Asset Management, INC.](https://planprovider.pro/companies/new-day-asset-management-inc-plan) — 7 participants

- [Mortgage Assets Management, LLC](https://planprovider.pro/companies/mortgage-assets-management-llc-plan) — 6 participants

- [Jim & Kristi Graves, INC.](https://planprovider.pro/companies/jim-kristi-graves-inc-401k-plan) — 1 participants

- [Frisco Capital Corporation](https://planprovider.pro/companies/frisco-capital-corporation-plan) — 0 participants

- [Inconceivable INC.](https://planprovider.pro/companies/inconceivable-inc-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/banner-oak-capital-partners-lp-401k-plan)

© 2026 PlanProvider.Pro