Copeland, Cook, Taylor And Bush, P. A. Salary Reduction Plan
Sponsored by Copeland, Cook, Taylor And Bush, P.A. · EIN 640854435 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 61
- With balances
- 111
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bankplus Wealth Management, Llc CRD 152588 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bankplus Wealth Management | Investment advisory (plan), Investment management, Direct payment from the plan | $50,000 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $18,164 |
| Watkins, Ward And Stafford, Pllc | Accounting | $13,250 |