RFG Advisory

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

5,785

Total plan assets

$3.2B

Filings (rows)

Direct comp

$251K

Indirect comp

$12K

SERVICES PROVIDED

Other service providers6

Advisor / Consultant1

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Plans served

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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	Other service providers	1,172	$694.3M	$5K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Other service providers	1,160	$627.6M	$43K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Other service providers	1,089	$556.9M	$37K	$0
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Other service providers	1,031	$501.3M	$37K	$0
Maynard Nexsen PC Maynard Nexsen PC 401(k) Master Trust · all filings	BIRMINGHAM, AL	Other service providers	—	$419.0M	$65K	$0
Maynard Nexsen, PC Maynard Nexsen, PC 401(k) Plan & Trust · all filings	BIRMINGHAM, AL	Other service providers	801	$409.8M	$65K	$0
Arlington Properties, Inc. Arlington Properties, Inc. 401(k) Profit Sharing Plan · all filings	BIRMINGHAM, AL	Advisor / Consultant	532	$10.4M	$0	$12K