Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$24.0M
- PLAN & TRUST (#333)$24.0M
Filings through .
David D. Bohannon Organization
EIN 94-0331090real estateLatest filing 2024
Plans
2
Retirement
2
$48.0M assets
Health & Benefits
0
Participants
136
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $48.0M assets / 136 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST
401(k)
Assets$24.0M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#333
DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST
401(k)
Assets$24.0M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST | 401(k) | $24.0M | 68 | 2024 |
| #333 | DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST | 401(k) | $24.0M | 68 | 2024 |
- #001 · 401(k) · 202468
- #333 · 401(k) · 202468
Retirement plans