Original filing (PDF)20251010160837NAL0004779075001

BALCH & BINGHAM LLP

Name: BALCH & BINGHAM LLP — BALCH & BINGHAM LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BALCH & BINGHAM LLP

Form 5500

FILING_RECEIVED

BALCH & BINGHAM LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

354

Accounts w/ balance

475

Plan assets (EOY)

$315.0M

Net assets (EOY)

$314.9M

How this plan invests

This plan

17 pooled trusts

Schedule D

310 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALCH & BINGHAM LLP.

Plan sponsor

Name

BALCH & BINGHAM LLP

EIN

63-0328165

Address

1901 6TH AVE N SUITE 1500 · BIRMINGHAM, AL · 352034642

Phone

(205) 251-8100

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-10

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

PEARCE BEVILL LEESBURG & MOORE, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC DBA CAPTR	—	RALEIGH, NC	NONE	$82K	—
PEARCE, BEVILL, LEESBURG, MOORE P.C	—	BIRMINGHAM, AL	NONE	$70K	—
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$70K	—
BURR & FORMAN LLP	—	BIRMINGHAM, AL	NONE	$18K	—
PIERSON FERDINAND LLP	—	NEW YORK, NY	NONE	$15K	—
PRINCIPAL FINANCIAL GROUP	—	DES MOINES, IA	NONE	$5K	—
FISHERBROYLES LLP	—	DALLAS, TX	NONE	$3K	—

Investments

304 direct securities · 17 pooled funds· $181.0M(57% 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

$102.9M

17 holdings

Uncategorized

$78.1M

304 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
[DFE: MODERATE MANAGED ACCOUNT PORTFOLIO (extraction pending)]	—	—	—	$24.5M	7.8%
MODERATE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182	Common Collective Trust	—	—	$24.5M	7.8%
GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001	Common Collective Trust	—	$20.5M	$20.2M	6.4%
T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001	Common Collective Trust	—	—	$13.5M	4.3%
T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001	Common Collective Trust	—	—	$10.2M	3.2%
T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001	Common Collective Trust	—	—	$9.4M	3.0%
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001	Common Collective Trust	—	—	$7.7M	2.5%
T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001	Common Collective Trust	—	—	$4.7M	1.5%
MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756	Common Collective Trust	—	—	$4.0M	1.3%
T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$2.5M	0.8%
T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001	Common Collective Trust	—	—	$2.2M	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$1.9M	0.6%
TRP US VALUE EQUITY TRUST	—	—	—	$1.9M	0.6%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.3M	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$1.3M	0.4%
TRP GROWTH STOCK TRUST	—	—	—	$1.3M	0.4%
TRP US VALUE EQUITY TRUST	—	—	—	$1.3M	0.4%
T ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001	Common Collective Trust	—	—	$1.2M	0.4%
TRP BOND TRUST I	—	—	—	$1.1M	0.3%
TRP BOND TRUST I	—	—	—	$1.0M	0.3%
TRP GROWTH STOCK TRUST	—	—	—	$960K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$944K	0.3%
TRP US VALUE EQUITY TRUST	—	—	—	$936K	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$893K	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$884K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$859K	0.3%
TRP BOND TRUST I	—	—	—	$855K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$811K	0.3%
[DFE: CONSERVATIVE MANAGED ACCOUNT PORTFOLIO (extraction pending)]	—	—	—	$809K	0.3%
CONSERVATIVE (MAP) FREEDOM 401K CLA GREAT GRAY · EIN 46-3750663 / PN 181	Common Collective Trust	—	—	$809K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$761K	0.2%
T ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001	Common Collective Trust	—	—	$753K	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$732K	0.2%
TRP GROWTH STOCK TRUST	—	—	—	$730K	0.2%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$725K	0.2%
TRP US LARGE-CAP CORE TRUST	—	—	—	$667K	0.2%
TRP EQUITY INDEX TRUST	—	—	—	$640K	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$634K	0.2%
TRP GROWTH STOCK TRUST	—	—	—	$631K	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$617K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$602K	0.2%
TRP BOND TRUST I	—	—	—	$575K	0.2%
[DFE: AGGRESSIVE MANAGED ACCOUNT PORTFOLIO (extraction pending)]	—	—	—	$558K	0.2%
AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184	Common Collective Trust	—	—	$558K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$546K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$514K	0.2%
TRP US LARGE-CAP CORE TRUST	—	—	—	$499K	0.2%
TRP EQUITY INDEX TRUST	—	—	—	$498K	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$470K	0.1%
T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001	Common Collective Trust	—	—	$467K	0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$459K	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$449K	0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$440K	0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$434K	0.1%
TRP EQUITY INDEX TRUST	—	—	—	$423K	0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$418K	0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$417K	0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$409K	0.1%
TRP REAL ASSETS TRUST I	—	—	—	$397K	0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$383K	0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$379K	0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$365K	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$346K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$337K	0.1%
TRP BOND TRUST I	—	—	—	$331K	0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$317K	0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$313K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$313K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$311K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$308K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$303K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$303K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$301K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$296K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$294K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$294K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$291K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$279K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$275K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$268K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$259K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$244K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$243K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$241K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$240K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$237K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$236K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$227K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$223K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$209K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$202K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$201K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$201K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$199K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$195K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$194K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$193K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$191K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$188K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$185K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$183K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$178K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$178K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$177K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$169K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$164K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$161K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$159K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$159K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$154K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$152K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$150K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$147K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$137K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$136K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$135K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$131K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$131K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$131K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$130K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$130K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$129K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$126K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$125K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$119K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$119K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$118K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$118K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$116K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$113K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$113K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$111K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$108K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$108K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$108K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$106K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$99K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$98K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$97K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$93K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$92K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$92K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$92K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$90K	<0.1%
T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001	Common Collective Trust	—	—	$90K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$87K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$85K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$82K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$82K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$80K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$80K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$79K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$79K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$78K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$77K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$77K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$77K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$77K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$76K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$76K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$75K	<0.1%
TRP BOND TRUST I	—	—	—	$73K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$73K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$73K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$71K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$71K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$70K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$68K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$68K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$68K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$65K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$62K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$58K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$55K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$50K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$49K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$47K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$47K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$46K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$46K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$43K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$43K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$39K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$36K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$35K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$35K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$32K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$32K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$31K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$29K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$29K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$28K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$28K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$27K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$27K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$27K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$27K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$27K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$26K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$26K	<0.1%

Showing top 200 of 321 investments by value.