Baker Donelson Bearman Caldwell & Berkowitz P.C.'s EIN is 62-1047356.
Download the official 2024 Form 5500 (PDF) for Baker Donelson Bearman Caldwell & Berkowitz P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker Donelson Bearman Caldwell & Berkowitz P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account Various Accounts N/R | Self-Directed Brokerage | — | — | $83.1M | 13.2% | |
| Vanguard Institutional Index Mutual Fund N/R | Mutual Funds | — | — | $61.9M | 9.9% | |
| CAPITAL GROUP 2035 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $54.9M | 8.7% | |
| CAPITAL GROUP 2040 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $46.9M | 7.5% | |
| CAPITAL GROUP 2030 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $45.0M | 7.2% | |
| T. ROWE PRICE GR STK FUND (IS) T. ROWE PRICE · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $41.7M | 6.6% | |
| CAPITAL GROUP 2025 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $37.8M | 6.0% | |
| CAPITAL GROUP 2045 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $33.6M | 5.4% | |
| CAPITAL GROUP 2020 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $23.2M | 3.7% | |
| CAPITAL GROUP 2050 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $21.5M | 3.4% | |
| Vanguard Small Cap Index Inst Mutual Fund N/R | Mutual Funds | — | — | $17.5M | 2.8% | |
| Vanguard Mid Cap Index Instl Mutual Fund N/R | Mutual Funds | — | — | $16.7M | 2.7% | |
| Vanguard Federal Money Market Inv. Mutual Fund N/R | Mutual Funds | — | — | $16.3M | 2.6% | |
| VANGUARD TOTAL STOCK INDEX I VANGUARD · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $15.4M | 2.5% | |
| CAPITAL GROUP 2055 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $13.9M | 2.2% | |
| MFS Value Mutual Fund N/R | Mutual Funds | — | — | $13.1M | 2.1% | |
| MFS Massachusetts Investors Trust Mutual Fund N/R | Mutual Funds | — | — | $12.7M | 2.0% | |
| CAPITAL GROUP 2015 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $9.9M | 1.6% | |
| Federated Hermes Short Term Income Mutual Fund N/R | Other securities | — | — | $6.3M | 1.0% | |
| Dodge & Cox Income Mutual Fund N/R | Mutual Funds | — | — | $6.3M | 1.0% | |
| Vanguard Total Bond Market Index Adm. Mutual Fund N/R | Mutual Funds | — | — | $5.1M | 0.8% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.3M | 0.7% | |
| Cohen & Steers Instl Realty Shares Mutual Fund N/R | Other securities | — | — | $4.2M | 0.7% | |
| First Eagle Global Mutual Fund N/R | Other securities | — | — | $3.3M | 0.5% | |
| CAPITAL GROUP 2060 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.2M | 0.5% | |
| Vanguard Emerging Markets Index Mutual Fund N/R | Mutual Funds | — | — | $2.5M | 0.4% | |
| JP Morgan High Yield Mutual Fund N/R | Other securities | — | — | $2.4M | 0.4% | |
| Participant Loans Interest rates: 3.50% - 10.50% $0 | Bonds / Notes | — | — | $2.3M | 0.4% | |
| CAPITAL GROUP 2010 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $862K | 0.1% | |
| CAPITAL GROUP 2065 TARGET DATE RET EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $613K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ANNUITY INS. CO. OF AMERICA |
| — |
| GREENWOOD VILLAGE, CO |
| RECORDKEEPER |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EUDAIMONIA ADVISORS LLC | 84-2196366 | — | SELF-DIRECTED INV. ADVIS | $67K | — |
| DELTA ASSET MANAGEMENT LLC | 62-1855684 | — | SELF-DIRECTED INV. ADVIS | $36K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | SELF-DIRECTED INV. ADVIS | $25K | — |
| KINGSWOOD WEALTH ADVISORS LLC | 82-1422516 | — | SELF-DIRECTED INV. ADVIS | $25K | — |
| WAVERLY ADVISORS LLC | 63-1229657 | — | SELF-DIRECTED INV. ADVIS | $25K | — |
| LBMC INVESTMENT ADVISORS LLC | 62-1723695 | — | SELF-DIRECTED INV. ADVIS | $9K | — |
| CAPITAL MGMT SERVICES INC. | 43-1410129 | — | SELF-DIRECTED INV. ADVIS | $7K | — |
| SUMMIT ASSET MANAGEMENT LLC | 62-1765323 | — | SELF-DIRECTED INV. ADVIS | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP | 62-0842964 | — | THIRD PARTY ADMINISTRATO | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RFG ADVISORY LLC | 45-2787436 | — | SELF-DIRECTED INV. ADVIS | $43K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | SELF-DIRECTED INV. ADVIS | $27K | — |
| BAY HARBOR WEALTH MANAGEMENT | 45-1032121 | — | SELF-DIRECTED INV. ADVIS | $19K | — |
| CAPITAL SOUTH WEALTH MANAGEMENT | 81-3669081 | — | SELF-DIRECTED INV. ADVIS | $16K | — |
| WADDELL & ASSOCIATES LLC | 81-1590945 | — | SELF-DIRECTED INV. ADVIS | $14K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | SELF-DIRECTED INV. ADVIS | $13K | — |
| HOWARD CAPITAL MANGAEMENT INC | 76-0661984 | — | SELF-DIRECTED INV. ADVIS | $13K | — |
| CAP PARTNERS LLC | 80-0963366 | — | SELF-DIRECTED INV. ADVIS | $10K | — |
| PATTEN & PATTEN INC | 62-0968572 | — | SELF-DIRECTED INV. ADVIS | $7K | — |
| AXXCESS WEALTH MANAGEMENT LLC | 35-2436156 | CARLSBAD, CA | SELF-DIRECTED INV. ADVIS | $6K | — |
