BANKPLUS WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
35
Active participants
6,446
Total plan assets
$338.3M
Filings (rows)
35
Direct comp
$1.0M
Indirect comp
$0
Aggregating 3 name variants under "BANKPLUS WEALTH"
SERVICES PROVIDED
Advisor / Consultant20
Other15
Top plans served
All 35 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC. MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN | JACKSON, MS | Advisor / Consultant ADVISOR | 810 | $53.2M | $120K |
| MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC. MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER RETIREMENT PLAN | JACKSON, MS | Advisor / Consultant ADVISOR | 743 | $46.9M | $126K |
| AGUP EQUIPMENT COMPANY AGUP EQUIPMENT COMPANY 401(K) PLAN | FLORA, MS | Other NONE | 276 | $26.1M | $50K |
| AGUP EQUIPMENT COMPANY AGUP EQUIPMENT COMPANY 401(K) PLAN | YAZOO CITY, MS | Other NONE | 283 | $23.2M | $42K |
| AGUP EQUIPMENT COMPANY AGUP EQUIPMENT COMPANY 401(K) PLAN | YAZOO CITY, MS | Other NONE | 286 | $20.2M | $50K |
| COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND, MS | Other NONE | 61 | $19.3M | $50K |
| COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND, MS | Other NONE | 68 | $19.1M | $50K |
| COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND, MS | Other NONE | 63 | $18.6M | $50K |
| CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN | FLOWOOD, MS | Other NONE | 87 | $18.2M | $55K |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | Advisor / Consultant ADVISOR | 242 | $13.2M | $31K |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | Advisor / Consultant ADVISOR | 205 | $12.9M | $29K |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | Advisor / Consultant ADVISOR | 164 | $11.4M | $27K |
| SPECIALTY ORTHOPEDIC GROUP OF MS, LLC SPECIALTY ORTHOPEDIC GROUP OF MS, LLC 401(K) PLAN | TUPELO, MS | Other NONE | 167 | $5.6M | $38K |
| HERITAGE PROPERTIES, INC. HERITAGE PROPERTIES, INC. EMPLOYEE RETIREMENT PLAN | MADISON, MS | Other NONE | 178 | $4.9M | $9K |
| HERITAGE PROPERTIES, INC. HERITAGE PROPERTIES, INC. EMPLOYEE RETIREMENT PLAN | MADISON, MS | Other NONE | 193 | $4.4M | $33K |
| SPECIALTY ORTHOPEDIC GROUP OF MS, LLC SPECIALTY ORTHOPEDIC GROUP OF MS, LLC 401(K) PLAN | TUPELO, MS | Other NONE | 157 | $4.4M | $26K |
| AMERICA'S CATCH INCORPORATED AMERICA'S CATCH INCORPORATED 401(K) PLAN | ITTA BENA, MS | Other NONE | 245 | $4.1M | $20K |
| AMERICA'S CATCH INCORPORATED AMERICA'S CATCH INCORPORATED 401(K) PLAN | ITTA BENA, MS | Other NONE | 256 | $3.8M | $17K |
| AMERICA'S CATCH INCORPORATED AMERICA'S CATCH INCORPORATED 401(K) PLAN | ITTA BENA, MS | Other NONE | 255 | $3.4M | $18K |
| LAUREL MACHINE & FOUNDRY COMPANY LAUREL MACHINE & FOUNDRY COMPANY 401(K) PROFIT SHARING PLAN | LAUREL, MS | Other NONE | 84 | $2.9M | $16K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | Advisor / Consultant ADVISOR | 125 | $2.3M | $15K |
| JACKSON EXCAVATING & LEASING COMPANY, INC. DBA BAKER SERVICES INC. BAKER SERVICES RETIREMENT PLAN AND TRUST | RAYMOND, MS | Advisor / Consultant ADVISOR | 95 | $2.3M | $6K |
| JACKSON EXCAVATING & LEASING COMPANY, INC. DBA BAKER SERVICES INC. BAKER SERVICES RETIREMENT PLAN AND TRUST | RAYMOND, MS | Advisor / Consultant ADVISOR | 94 | $2.3M | $6K |
| MID-DELTA HEALTH SYSTEMS, INC. 401K EMPLOYEE RETIREMENT PLAN | BELZONI, MS | Advisor / Consultant ADVISOR | 125 | $2.1M | $15K |
| MID-DELTA HEALTH SYSTEMS, INC. 401K EMPLOYEE RETIREMENT PLAN | BELZONI, MS | Advisor / Consultant ADVISOR | 117 | $1.9M | $15K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | Advisor / Consultant ADVISOR | 121 | $1.9M | $19K |
| JACKSON MEDICAL MALL FOUNDATION JACKSON MEDICAL MALL FOUNDATION 403(B) PLAN | JACKSON, MS | Advisor / Consultant ADVISOR | 109 | $1.7M | $12K |
| WARMKRAFT, INC. WARMKRAFT, INC. PROFIT SHARING PLAN | TAYLORSVILLE, MS | Advisor / Consultant ADVISOR | 104 | $1.5M | $7K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | Advisor / Consultant ADVISOR | 114 | $1.5M | $20K |
| MCH TRANSPORTATION CO. MCH TRANSPORTATION CO. SALARY SAVINGS PLAN | JACKSON, MS | Advisor / Consultant ADVISOR | 115 | $1.5M | $8K |
| WARMKRAFT, INC. WARMKRAFT, INC. PROFIT SHARING PLAN | TAYLORSVILLE, MS | Advisor / Consultant ADVISOR | 72 | $1.2M | $9K |
| SIMMONS FARM RAISED CATFISH, INC. SIMMONS FARM RAISED CATFISH, INC. 401(K) PLAN | YAZOO CITY, MS | Advisor / Consultant ADVISOR | 148 | $1.1M | $7K |
| SIMMONS FARM RAISED CATFISH, INC. SIMMONS FARM RAISED CATFISH, INC. 401(K) PLAN | YAZOO CITY, MS | Advisor / Consultant ADVISOR | 171 | $951K | $7K |
| FLEET MORRIS PETROLEUM INC 401K EMPLOYEE RETIREMENT PLAN | MADISON, MS | Advisor / Consultant ADVISOR | 113 | $595K | $7K |
| B&B ELECTRICAL & UTILITY CONTRACTORS, LLC B&B ELECTRICAL & UTILITY CONTRACTORS, LLC 401(K) PLAN | CANTON, MS | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $21K |