How big is Bank3's plan?

Bank3's plan reported $2.7M in assets and 51 participants for 2024.

Original filing (PDF)20250825112250NAL0013667920001

Bank3

Name: Bank3 — Bank3 401(k) Plan, Form 5500 (2024)
Creator: Bank3
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bank3 401(k) Plan

401(k) retirement plan · Bank3's Bank3 401(k) Plan held $2.7M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Andrew Sprecher signed Bank3's 2024 Form 5500 as plan administrator.

Andrew Sprecher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bank3's EIN is 62-0197655.

EIN 62-0197655

Plan number 001

Plan year 2024

ACK ID 20250825112250NAL0013667920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bank3 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bank3's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANK3.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BANK3

EIN

all filings

Address

5210 POPLAR AVENUE - SUITE 100 · MEMPHIS, TN · 38119

Phone

(901) 623-2265

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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