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Original filing (PDF)20251015141346NAL0010005170001
BRYANT BANK
Form 5500
FILING_RECEIVED
BRYANT BANK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
317
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYANT BANK.
Plan sponsor
Name
BRYANT BANK
EIN
20-2960984
Address
1550 MCFARLAND BLVD N · TUSCALOOSA, AL · 354062211
Phone
(205) 464-4647
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $41K | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| ALLSPRING GLOBAL FUNDS | — | CHARLOTTE, NC | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| MASSMUTUAL FUNDS | — | SPRINGFIELD, MA | NONE | $0 | — |
Investments
10 direct securities · 17 pooled funds· $38.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.1M
17 holdings
Uncategorized
$7.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE STABLE VALUE N T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.4M | 14.3% | |
| T. ROWE PRICE RETIREMENT 2035 TR- K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.4M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.7M | 9.7% | |
| T. ROWE PRICE RETIREMENT 2040 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.0% | |
| FIDELITY 500 INDEX FUND Mutual Fund | — | — | — | $2.7M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.4M | 6.4% | |
| JPMORGAN LRG CAP GRWTH FUND Mutual Fund | — | — | — | $1.9M | 4.9% | |
| MFS MID CAP GROWTH FUND CT T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.7% | |
| T. ROWE PRICE RETIREMENT 2050 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.5% | |
| MFS LARGE CAP VALUE CIT FEE CLASS C T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2055 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| JPMORGAN CORE PLUS BOND I Mutual Fund | — | — | — | $907K | 2.4% | |
| ALLSPRING SPECIAL SMALL CAP R6 Mutual Fund | — | — | — | $547K | 1.4% | |
| FIDELITY TOTAL INTERNATIONAL Mutual Fund | — | — | — | $364K | 1.0% | |
| T. ROWE PRICE MID-CAP VALUE 1 Mutual Fund | — | — | — | $314K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2005 TR -K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $262K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $244K | 0.6% | |
| FIDELITY EXTENDED MARKET Mutual Fund | — | — | — | $181K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TR -K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $177K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $169K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TR-K T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $166K | 0.4% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $122K | 0.3% | |
| FIDELITY US BOND Mutual Fund | — | — | — | $93K | 0.2% | |
| MASSMUTUAL SMALL CAP EQUITY Mutual Fund | — | — | — | $67K | 0.2% | |
| T. ROWE PRICE GOVERNMENT MONEY Market Fund | — | — | — | $10K | <0.1% |
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