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Sponsor portfolio

BANNER OAK CAPITAL PARTNERS, LP

EIN 61-1793080-investment management-Latest filing 2025
Plans
1
Retirement
1
$9.3M assets
Welfare
0
Participants
16
5950 SHERRY LANE, SUITE 520 - DALLAS, TX 75225214-466-8871LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$9.3M - 16 part

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Retirement#001

BANNER OAK CAPITAL PARTNERS, LP RETIREMENT PLAN

401k

Assets$9.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANNER OAK CAPITAL PARTNERS, LP RETIREMENT PLAN401k$9.3M162025
Retirement plans
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