Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan
Sponsored by Baker Donelson Bearman Caldwell & Berkowitz P.C. · EIN 621047356 · Plan #002
- Total assets
- $628M
- Net assets
- $628M
- Active participants
- 1,160
- With balances
- 1,622
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 |
|---|---|---|
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Rfg Advisory, Llc CRD 158401 | deterministic · 100% | 2024 |
| Delta Asset Management, Llc CRD 113688 | deterministic · 100% | 2024 |
| Bay Harbor Wealth Management, Llc CRD 294000 | deterministic · 100% | 2024 |
| Capital South Wealth Management, Llc CRD 304838 | deterministic · 100% | 2024 |
| Waddell & Associates, Llc CRD 283723 | fuzzy_auto · 97% | 2024 |
| Howard Capital Management, Llc CRD 118070 | fuzzy_auto · 99% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
| Cap Partners, Llc CRD 144779 | deterministic · 100% | 2024 |
| Kingswood Wealth Advisors, Llc CRD 288792 | deterministic · 100% | 2024 |
| Patten And Patten, Inc. CRD 105414 | fuzzy_auto · 97% | 2024 |
| Lbmc Investment Advisors Llc CRD 108943 | deterministic · 100% | 2024 |
| Summit Asset Management Llc CRD 109606 | deterministic · 100% | 2024 |
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eudaimonia Advisors Llc | Investment advisory (participants) | $66,596 |
| Rfg Advisory Llc | Investment advisory (participants) | $42,621 |
| Burleigh Consulting Group | Contract administrator | $37,250 |
| Delta Asset Management Llc | Investment advisory (participants) | $36,186 |
| Buckingham Strategic Partners | Investment advisory (participants) | $27,391 |
| Envestnet Asset Management Inc | Investment advisory (participants) | $25,256 |
| Kingswood Wealth Advisors Llc | Investment advisory (participants) | $25,097 |
| Waverly Advisors Llc | Investment advisory (participants) | $24,733 |
| Bay Harbor Wealth Management | Investment advisory (participants) | $18,964 |
| Capital South Wealth Management | Investment advisory (participants) | $15,791 |
| Waddell & Associates Llc | Investment advisory (participants) | $13,843 |
| Lmcg Investments Llc | Investment advisory (participants) | $13,354 |
| Howard Capital Mangaement Inc | Investment advisory (participants) | $12,559 |
| Cap Partners Llc | Investment advisory (participants) | $9,800 |
| Lbmc Investment Advisors Llc | Investment advisory (participants) | $8,687 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $8,003 |
| Patten & Patten Inc | Investment advisory (participants) | $7,481 |
| Capital Mgmt Services Inc. | Investment advisory (participants) | $6,735 |
| Axxcess Wealth Management Llc | Investment advisory (participants) | $6,093 |
| Summit Asset Management Llc | Investment advisory (participants) | $4,773 |
| Charles Schwab & Co., Inc | Shareholder servicing fees, Float revenue, Account maintenance fees | $2,343 |