Plan Snapshot
- Plan Sponsor: Banyan Securities LLC
- Sponsor EIN: 943257095
- Sponsor Address: 17 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $12.1M | $0 | $0 |
| 2023 | 6 | $12.8M | $0 | $0 |
| 2022 | 6 | $12.2M | $0 | $1,000 |