2023 Form 5500 filing — Bradley Arant Boult Cummings Llp Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827104442NAL0005068803001) for Bradley Arant Boult Cummings Llp Retirement Plan, reported by Bradley Arant Boult Cummings Llp under EIN 63-0243316 and plan number 001. It reports 1,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827104442NAL0005068803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradley Arant Boult Cummings Llp
- EIN
- 63-0243316
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 1,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $590,429,321
- Net assets (EOY)
- $590,429,321
- Employer contributions
- $15,664,877
- Participant contributions
- $14,932,554
- Total income / additions
- $120,901,777
- Benefits paid
- $32,191,440
- Administrative expenses
- $608,898
- Total expenses
- $32,800,338
- Net increase / (decrease)
- $88,101,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $114,279 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $93,644 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $56,089 | not reported in the loaded dataset |
| Capwealth Advisors LLC | NONE | $53,190 | not reported in the loaded dataset |
| Thoroughbred Financial Serv | NONE | $39,936 | not reported in the loaded dataset |
| The Welch Group LLC | NONE | $34,043 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $28,509 | not reported in the loaded dataset |
| Woodmont Investment Counsel Ll | NONE | $22,659 | not reported in the loaded dataset |
| Bridgeworth LLC | NONE | $21,900 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $17,742 | not reported in the loaded dataset |
| Black Pinkard LLC | NONE | $17,000 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $16,551 | not reported in the loaded dataset |
| North Point Portfolio Managers | NONE | $15,905 | not reported in the loaded dataset |
| Lbmc Investment Advisors LLC | NONE | $14,449 | not reported in the loaded dataset |
| Nbc Securities Inc | NONE | $13,122 | not reported in the loaded dataset |
| Shayne & Jacobs LLC | NONE | $10,040 | not reported in the loaded dataset |
| Eudaimonia Advisors LLC | NONE | $9,879 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $7,377 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $6,172 | $12 |
| Soundpath Investment Advisors | NONE | $5,580 | not reported in the loaded dataset |