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Sponsor portfolio

BANNER TEAM, LLC

EIN 20-8482094-real estate-Latest filing 2024
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
12
4825 MONTGOMERY LANE, #101 - BETHESDA, MD 20814301-365-9090LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$6.4M - 5 part#001401k-$2.0M - 7 part

Retirement portfolio analytics

2 plans aggregated / $8.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PENSION (#002)76%
  • TEAM, LLC 401(K) (#001)24%
Total $8.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TEAM, LLC 401(K) (#001)7
  • CASH BALANCE PENSION (#002)5
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANNER TEAM, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$6.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BANNER TEAM, LLC 401(K) PLAN

401k

Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANNER TEAM, LLC CASH BALANCE PENSION PLANCashBalance$6.4M52024
001BANNER TEAM, LLC 401(K) PLAN401k$2.0M72024
Retirement plans
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