How big is James-Bates-Brannan-Groover LLP's plan?

James-Bates-Brannan-Groover LLP's plan reported $12.7M in assets and 113 participants for 2024.

Original filing (PDF)20250808132425NAL0004721665001

James-Bates-Brannan-Groover LLP

Name: James-Bates-Brannan-Groover LLP — James-Bates-Branna, Form 5500 (2024)
Creator: James-Bates-Brannan-Groover LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

James-Bates-Brannan-Groover LLP 401(k) Plan

401(k) retirement plan · James-Bates-Brannan-Groover LLP's James-Bates-Brannan-Groover LLP 401(k) Plan held $12.7M in plan assets for 113 participants in 2024, with Empower as recordkeeper.

Active participants

113

Accounts w/ balance

161

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

People on this filing

Christi Simmons signed James-Bates-Brannan-Groover LLP's 2024 Form 5500 as plan administrator.

Christi Simmons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James-Bates-Brannan-Groover LLP's EIN is 58-2472336.

EIN 58-2472336

Plan number 001

Plan year 2024

ACK ID 20250808132425NAL0004721665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James-Bates-Brannan-Groover LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James-Bates-Brannan-Groover LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES-BATES-BRANNAN-GROOVER LLP.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

JAMES-BATES-BRANNAN-GROOVER LLP

EIN

all filings

Address

231 RIVERSIDE DRIVE · MACON, GA · 31201

Phone

(478) 749-9963

Industry

Law Offices· Professional & Technical Services

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

2025-08-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$44K	—

Investments

31 direct securities· $12.7M(100% of reported assets)

Mutual Funds

$10.9M

24 holdings

Common Collective Trusts

$1.6M

3 holdings

Other securities

$291K

4 holdings

					% of plan
Vanguard Target Retirement 2050 INV Mutual Fund	Mutual Funds	—	—	$1.7M	13.0%
Vanguard Target Retirement 2035 INV Mutual Fund	Mutual Funds	—	—	$1.6M	12.8%
Vanguard Target Retirement 2045 INV Mutual Fund	Mutual Funds	—	—	$1.6M	12.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.2M	9.7%
Vanguard Target Retirement 2025 INV Mutual Fund	Mutual Funds	—	—	$1.2M	9.5%
Vanguard Target Retirement 2040 INV Mutual Fund	Mutual Funds	—	—	$1.2M	9.3%
Vanguard Target Retirement 2055 INV Mutual Fund	Mutual Funds	—	—	$734K	5.8%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$398K	3.1%
Fidelity Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$377K	3.0%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$333K	2.6%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$311K	2.4%
TIAA-CREF Large-Cap Gr Idx Instl Mutual Fund	Common Collective Trusts	—	—	$299K	2.4%
TIAA-CREF Core Plus Bond Inst Mutual Fund	Mutual Funds	—	—	$224K	1.8%
Vanguard Value Index Adm Mutual Fund	Mutual Funds	—	—	$188K	1.5%
Blackrock Mid-Cap Growth Equity Mutual Fund	Other securities	—	—	$186K	1.5%
Vanguard Short-Term Investment-Grade Adm Mutual Fund	Mutual Funds	—	—	$180K	1.4%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$158K	1.2%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$147K	1.2%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$145K	1.1%
Vanguard Target Retirement 2060 INV Mutual Fund	Mutual Funds	—	—	$95K	0.7%
Vanguard Target Retirement 2020 INV Mutual Fund	Mutual Funds	—	—	$82K	0.6%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$64K	0.5%
AB Small Cap Growth Mutual Fund	Other securities	—	—	$58K	0.5%
Vanguard Target Retirement 2030 INV Mutual Fund	Mutual Funds	—	—	$57K	0.5%
Fidelity Inflation Protected Bond Index Mutual Fund	Mutual Funds	—	—	$47K	0.4%
Fixed Annuity * Key Guaranteed Portfolio Fund Fixed Annuity	Other securities	—	—	$37K	0.3%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Vanguard Target Retirement Income INV Mutual Fund	Mutual Funds	—	—	$21K	0.2%
Schwab FDMTL INTL LG CO IDX Mutual Fund	Common Collective Trusts	—	—	$20K	0.2%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
Vanguard Target Retirement 2065 INV Mutual Fund	Mutual Funds	—	—	$3K	<0.1%