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
7
Active participants
5,785
Total plan assets
$3.2B
Filings (rows)
7
Direct comp
$251K
Indirect comp
$12K
SERVICES PROVIDED
Other6
Advisor / Consultant1
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM, AL | Other NONE | 1,172 | $694.3M | $5K |
| 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 | $43K |
| 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 | $37K |
| 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 | $37K |
| MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM, AL | Other NONE | — | $419.0M | $65K |
| MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM, AL | Other NONE | 801 | $409.8M | $65K |
| ARLINGTON PROPERTIES, INC. ARLINGTON PROPERTIES, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant INVESTMENT ADVISORY | 532 | $10.4M | $0 |