Form 5500 Search

LBMC INVESTMENT ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
6,562
Total plan assets
$3.5B
Filings (rows)
6
Direct comp
$67K
Indirect comp
$0

SERVICES PROVIDED

Other6

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,172$694.3M$17K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,160$627.6M$9K
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,109$590.4M$14K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,089$556.9M$7K
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
BIRMINGHAM, AL
Other
NONE
1,001$502.3M$14K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,031$501.3M$6K