Bama Profit Sharing Plan
Sponsored by The Bama Companies, Inc. · EIN 730988323 · Plan #001
- Total assets
- $78.2M
- Net assets
- $78.2M
- Active participants
- 843
- With balances
- 1,054
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 |
|---|---|---|
| Olistico Wealth, Llc CRD 315028 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $136,951 |
| Olistico Wealth Llc | Investment advisory (plan) | $47,409 |
| Empower Advisory Group, Llc | Investment management | $26,526 |
| Leafhouse Financial Advisors | Investment advisory (plan) | $14,902 |
| Pension Consultants Inc | Investment advisory (plan) | $6,277 |