# Banyan Street Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/banyan-street-advisors-llc-401k-plan

> Banyan Street Advisors LLC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banyan Street Advisors LLC

- **Sponsor EIN:** 800718963

- **Sponsor Address:** 80 SW 8TH ST STE 2200, MIAMI, FL, 331303004

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

- **Total Participants:** 112

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|112|$10.5M|$337,567|$852,384|

| 2023|109|$8.3M|$348,475|$733,012|

| 2022|102|$6.7M|$374,556|$687,922|

## 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|

| BRODY & ASSOCIATES PA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$52,089|$30,765|$20,364|—|—|

| 2023|$40,640|$24,377|$15,303|—|—|

| 2022|$38,373|$23,199|$15,174|—|—|

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