Agup Equipment Company 401(k) Plan
Sponsored by Agup Equipment Company · EIN 640470043 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.0M
- Active participants
- 276
- With balances
- 353
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 | $49,558 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $35,783 |