Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
DAVID D. BOHANNON ORGANIZATION
EIN 94-0331090real estateLatest filing 2024
Plans
2
Retirement
2
$48.0M assets
Welfare
0
Participants
136
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $48.0M assets / 136 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST
401k
Assets$24.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST
401k
Assets$24.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST | 401k | $24.0M | 68 | 2024 | |
| 333 | DAVID D. BOHANNON ORGANIZATION 401(K) SAFE HARBOR PLAN & TRUST | 401k | $24.0M | 68 | 2024 |
Retirement plans