AUMdb

America's Catch Incorporated 401(k) Plan

Sponsored by America's Catch Incorporated · EIN 640748842 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
245
With balances
137

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $37,623
Bankplus Wealth Management Investment advisory (plan), Investment management, Direct payment from the plan $19,529