Bradley Arant Boult Cummings Llp Retirement Plan — Form 5500 plan (Bradley Arant Boult Cummings Llp)
Plain-English plan 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, Bradley Arant Boult Cummings Llp Retirement Plan is a benefit plan reported by Bradley Arant Boult Cummings Llp under EIN 63-0243316 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,319 participants and $590,429,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradley Arant Boult Cummings Llp
- EIN
- 63-0243316
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 1,319
- End-of-year plan assets
- $590,429,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,319 | H, C | 20240827104442NAL0005068803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $590,429,321
- Net assets (EOY)
- $590,429,321
- Net assets (BOY)
- $502,327,882
Income & contributions
- Employer contributions
- $15,664,877
- Participant contributions
- $14,932,554
- Total contributions
- $33,259,615
- Total income / additions
- $120,901,777
Expenses & distributions
- Benefits paid
- $32,191,440
- Administrative expenses
- $608,898
- Total expenses
- $32,800,338
- Net increase / (decrease)
- $88,101,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $114,279 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $93,644 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $56,089 | not reported in the loaded dataset | 2023 |
| Capwealth Advisors LLC | NONE | $53,190 | not reported in the loaded dataset | 2023 |
| Thoroughbred Financial Serv | NONE | $39,936 | not reported in the loaded dataset | 2023 |
| The Welch Group LLC | NONE | $34,043 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $28,509 | not reported in the loaded dataset | 2023 |
| Woodmont Investment Counsel Ll | NONE | $22,659 | not reported in the loaded dataset | 2023 |
| Bridgeworth LLC | NONE | $21,900 | not reported in the loaded dataset | 2023 |
| City National Rochdale LLC | NONE | $17,742 | not reported in the loaded dataset | 2023 |
| Black Pinkard LLC | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| City National Rochdale LLC | NONE | $16,551 | not reported in the loaded dataset | 2023 |
| North Point Portfolio Managers | NONE | $15,905 | not reported in the loaded dataset | 2023 |
| Lbmc Investment Advisors LLC | NONE | $14,449 | not reported in the loaded dataset | 2023 |
| Nbc Securities Inc | NONE | $13,122 | not reported in the loaded dataset | 2023 |
| Shayne & Jacobs LLC | NONE | $10,040 | not reported in the loaded dataset | 2023 |
| Eudaimonia Advisors LLC | NONE | $9,879 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $7,377 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $6,172 | $12 | 2023 |
| Soundpath Investment Advisors | NONE | $5,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradley Arant Boult Cummings Llp
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Capfinancial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Capwealth Advisors LLC — Schedule C compensation
- Thoroughbred Financial Serv — Schedule C compensation
- The Welch Group LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Woodmont Investment Counsel Ll — Schedule C compensation
- Bridgeworth LLC — Schedule C compensation
- City National Rochdale LLC — Schedule C compensation
- Black Pinkard LLC — Schedule C compensation
- North Point Portfolio Managers — Schedule C compensation
- Lbmc Investment Advisors LLC — Schedule C compensation
- Nbc Securities Inc — Schedule C compensation
- Shayne & Jacobs LLC — Schedule C compensation
- Eudaimonia Advisors LLC — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Soundpath Investment Advisors — Schedule C compensation