John Rance Sapen signed Bradley Arant Boult Cummings LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bradley Arant Boult Cummings LLP's EIN is 63-0243316.
Download the official 2024 Form 5500 (PDF) for Bradley Arant Boult Cummings LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bradley Arant Boult Cummings LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $159K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $60K | — |
| CAPWEALTH ADVISORS LLC | 26-3565415 | — | NONE | $47K | — |
| WOODMONT INVESTMENT COUNSEL LL | 62-1830557 | — | NONE | $38K | — |
| LBMC INVESTMENT ADVISORS LLC | 62-1723695 | — | NONE | $17K | — |
| WAVERLY ADVISORS LLC | 63-1229657 | — | NONE | $12K | — |
| EUDAIMONIA ADVISORS LLC | 84-2196366 | — | NONE | $12K | — |
| KINGSWOOD WEALTH ADVISORS LLC | 82-1422516 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $121K | — |
| THOROUGHBRED FINANCIAL SERV | 62-1784717 | — | NONE | $52K | — |
| CITY NATIONAL ROCHDALE LLC | 20-2931739 | — | NONE | $43K | — |
| THE WELCH GROUP LLC | 63-1231262 | — | NONE | $39K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $27K | — |
| PATTEN AND PATTEN INC | 62-0968572 | — | NONE | $20K | — |
| NORTH POINT PORTFOLIO MANAGERS | 34-1887341 | — | NONE | $18K | — |
| NBC SECURITIES INC | 63-0923499 | — | NONE | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $13K | — |
| SHAYNE & JACOBS LLC | 62-1578680 | — | NONE | $12K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $9K | — |
| BLACK PINCKARD LLC | 26-0079381 | — | NONE | $9K | — |
| RFG ADVISORY LLC | 45-2787436 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $132.9M | 19.1% | |
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $90.2M | 13.0% | |
| FIDELITY CONTRA FUND K6 Registered Investment Company | Mutual Funds | — | — | $64.8M | 9.3% | |
| PUTNAM EQUITY INCOME FUND Y Registered Investment Company | Mutual Funds | — | — | $43.4M | 6.3% | |
| NEW YORK LIFE ANCHOR ACCT IV Pooled Separate Accounts | Pooled Separate Accounts | — | — | $30.8M | 4.4% | |
| PSA NO.25(STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $30.8M | 4.4% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $27.5M | 4.0% | |
| AMERICAN BALANCED FUND R1 Registered Investment Company | Common Stocks | — | — | $26.0M | 3.7% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $25.3M | 3.6% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $23.2M | 3.3% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $21.6M | 3.1% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $20.3M | 2.9% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $17.7M | 2.6% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $16.6M | 2.4% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $13.6M | 2.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | Mutual Funds | — | — | $11.8M | 1.7% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | Mutual Funds | — | — | $10.3M | 1.5% | |
| MASSMUTUAL SLCT MCAP GRTH R5 Registered Investment Company | Common Stocks | — | — | $10.1M | 1.4% | |
| SCHWAB FDMTL INTL LG CO INDEX Registered Investment Company | Mutual Funds | — | — | $9.9M | 1.4% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $9.9M | 1.4% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $9.4M | 1.4% | |
| HARBOR SMALL CAP GROWTH I Registered Investment Company | Common Stocks | — | — | $9.2M | 1.3% | |
| MFS MID CAP VALUE FUND CL CT Common Collective Trust Fund | Common Collective Trusts | — | — | $7.6M | 1.1% | |
| MFS HTG TR COMP CIT MFS MCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $7.6M | 1.1% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $7.3M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.0M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $6.9M | 1.0% | |
| AMERICAN BEACON SMCAP VAL INV Registered Investment Company | Common Stocks | — | — | $6.7M | 1.0% | |
| FIRST EAGLE GLOBAL A Registered Investment Company | Common Stocks | — | — | $5.7M | 0.8% | |
| VICTORY TRIVALENT INTL SM CP I Registered Investment Company | Common Stocks | — | — | $5.4M | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $5.0M | 0.7% | |
| FIDELITY ADV STRAT INCOM CL I Registered Investment Company | Mutual Funds | — | — | $4.9M | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.1M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $3.0M | 0.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $2.4M | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $129K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $61K | <0.1% | |
| LIMITED PARTNERSHIP FUND Money Market / Cash Equivalent | Cash / Money Market | — | — | $1K | <0.1% |
