Bradley Arant Boult Cummings Llp Retirement Plan
Sponsored by Bradley Arant Boult Cummings Llp · EIN 630243316 · Plan #001
- Total assets
- $694M
- Net assets
- $694M
- Active participants
- 1,172
- With balances
- 1,537
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Thoroughbred Financial Services, Llc CRD 47893 | fuzzy_auto · 97% | 2024 |
| Capwealth Advisors, Llc CRD 148781 | deterministic · 100% | 2024 |
| The Welch Group, Llc CRD 111273 | deterministic · 100% | 2024 |
| Woodmont Investment Counsel, Llc CRD 109779 | fuzzy_auto · 98% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| Patten And Patten, Inc. CRD 105414 | deterministic · 100% | 2024 |
| North Point Portfolio Managers Corporation CRD 111257 | deterministic · 100% | 2024 |
| Lbmc Investment Advisors Llc CRD 108943 | deterministic · 100% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
| Shayne & Jacobs, Llc CRD 109423 | fuzzy_auto · 96% | 2024 |
| Kingswood Wealth Advisors, Llc CRD 288792 | deterministic · 100% | 2024 |
| Rfg Advisory, Llc CRD 158401 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $159,324 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $120,803 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $60,170 |
| Thoroughbred Financial Serv | Investment advisory (participants), Direct payment from the plan | $52,128 |
| Capwealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $47,015 |
| City National Rochdale Llc | Investment advisory (participants), Direct payment from the plan | $42,557 |
| The Welch Group Llc | Investment advisory (participants), Direct payment from the plan | $38,812 |
| Woodmont Investment Counsel Ll | Investment advisory (participants), Direct payment from the plan | $38,251 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $26,617 |
| Patten And Patten Inc | Investment advisory (participants), Direct payment from the plan | $20,489 |
| North Point Portfolio Managers | Investment management, Direct payment from the plan | $18,358 |
| Lbmc Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,732 |
| Nbc Securities Inc | Investment advisory (participants), Direct payment from the plan | $16,308 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $12,600 |
| Waverly Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,092 |
| Shayne & Jacobs Llc | Investment advisory (participants), Direct payment from the plan | $11,973 |
| Eudaimonia Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,690 |
| Buckingham Strategic Partners | Investment advisory (participants), Direct payment from the plan | $8,806 |
| Black Pinckard Llc | Accounting, Direct payment from the plan | $8,750 |
| Kingswood Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,213 |
| Rfg Advisory Llc | Investment advisory (participants), Direct payment from the plan | $5,210 |