Bankplus Wealth Managment

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

Active participants

458

Total plan assets

$27.5M

Filings (rows)

Direct comp

$97K

Indirect comp

Showing only "BANKPLUS WEALTH MANAGMENT"

View all 3 variants aggregated →

BANKPLUS WEALTH MANAGEMENT26 BANKPLUS WEALTH MANAGEMENT GROUP6 BANKPLUS WEALTH MANAGMENT3

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Capital Orthopaedic and Sports Medicine Center Capital Orthopaedic and Sports Medicine Center 401(k) Plan · all filings	FLOWOOD, MS	Other service providers	87	$18.2M	$55K	$0
Heritage Properties, Inc. Heritage Properties, Inc. Employee Retirement Plan · all filings	MADISON, MS	Other service providers	178	$4.9M	$9K	$0
Heritage Properties, Inc. Heritage Properties, Inc. Employee Retirement Plan · all filings	MADISON, MS	Other service providers	193	$4.4M	$33K	$0