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

Active participants

7,838

Total plan assets

$4.3B

Filings (rows)

Direct comp

$85K

Indirect comp

SERVICES PROVIDED

Investment manager7

Plans served

All 7 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bradley Arant Boult Cummings LLP Bradley Arant Boult Cummings LLP Retirement Plan · all filings	BIRMINGHAM, AL	Investment manager	1,276	$807.9M	$18K	$0
Bradley Arant Boult Cummings LLP Bradley Arant Boult Cummings LLP Retirement Plan · all filings	BIRMINGHAM, AL	Investment manager	1,172	$694.3M	$17K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Investment manager	1,160	$627.6M	$9K	$0
Bradley Arant Boult Cummings LLP Bradley Arant Boult Cummings LLP Retirement Plan · all filings	BIRMINGHAM, AL	Investment manager	1,109	$590.4M	$14K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Investment manager	1,089	$556.9M	$7K	$0
Bradley Arant Boult Cummings LLP Bradley Arant Boult Cummings LLP Retirement Plan · all filings	BIRMINGHAM, AL	Investment manager	1,001	$502.3M	$14K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Investment manager	1,031	$501.3M	$6K	$0