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  1. Companies/
  2. Bannerman Wealth Management Group, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Bannerman Wealth Management Group, LLC

EIN 26-4721085-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$594K assets
Welfare
0
Participants
6
2560 KING ARTHUR BLVD., SUITE 124-46 - LEWISVILLE, TX 75056214-919-4448
Plans on this EIN
1 filing
#001401(k)-$594K - 6 part

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Retirement#001

BANNERMAN WEALTH 401(K) PLAN

401(k)

Assets$594K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANNERMAN WEALTH 401(K) PLAN401(k)$594K62025
Retirement plans
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