Balch & Bingham Llp 401(k) Profit Sharing Plan
Sponsored by Balch & Bingham Llp · EIN 630328165 · Plan #001
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 354
- With balances
- 475
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 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $82,008 |
| Pearce, Bevill, Leesburg, Moore P.C | Accounting | $70,341 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $70,209 |
| Burr & Forman Llp | Legal | $17,738 |
| Pierson Ferdinand Llp | Legal | $14,775 |
| Principal Financial Group | Other fees | $5,000 |
| Fisherbroyles Llp | Legal | $3,038 |