Plan Snapshot
- Plan Sponsor: Bradley Arant Boult Cummings LLP
- Sponsor EIN: 630243316
- Sponsor Address: ONE FEDERAL PLACE, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,666
- Total Assets: $807.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,666 | $807.9M | $0 | $0 |
| 2024 | 1,172 | $694.3M | $17.5M | $16.8M |
| 2023 | 1,109 | $590.4M | $15.7M | $14.9M |
| 2022 | 1,001 | $502.3M | $14.3M | $12.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $144,966 | — | $144,966 |
| SCHWAB RETIREMENT PLAN SERVICES, IN | Other Service Provider | $113,439 | — | $113,439 |
| THOROUGHBRED FINANCIAL SERV | Other Service Provider | $60,504 | — | $60,504 |
| CAPWEALTH ADVISORS LLC | Other Service Provider | $55,142 | — | $55,142 |
| CITY NATIONAL ROCHDALE LLC | Other Service Provider | $49,287 | — | $49,287 |
| WOODMONT INVESTMENT COUNSEL LL | Other Service Provider | $46,442 | — | $46,442 |
| THE WELCH GROUP LLC | Other Service Provider | $43,749 | — | $43,749 |
| SAVANT CAPITAL LLC | Other Service Provider | $35,661 | — | $35,661 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $27,359 | — | $27,359 |
| BLACK & PINCKARD LLC | Other Service Provider | $26,250 | — | $26,250 |
| INDIVISIBLE PARTNERS LLC | Other Service Provider | $25,266 | — | $25,266 |
| PATTEN AND PATTEN INC | Other Service Provider | $22,220 | — | $22,220 |
| KINGSWOOD WEALTH ADVISORS LLC | Other Service Provider | $22,144 | — | $22,144 |
| NORTH POINT PORTFOLIO MANAGERS | Other Service Provider | $20,070 | — | $20,070 |
| LBMC INVESTMENT ADVISORS LLC | Other Service Provider | $17,905 | — | $17,905 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $16,488 | — | $16,488 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $15,035 | — | $15,035 |
| NBC SECURITIES INC | Other Service Provider | $14,790 | — | $14,790 |
| WAVERLY ADVISORS LLC | Other Service Provider | $13,721 | — | $13,721 |
| SHAYNE & JACOBS LLC | Other Service Provider | $13,115 | — | $13,115 |
| ARKADIOS WEALTH ADVISORS LLC | Other Service Provider | $10,161 | — | $10,161 |
| TORTOISE INVESTMENT MANAGEMENT | Other Service Provider | $9,638 | — | $9,638 |
| FOCUS PARTNERS ADVISOR SOLUTIO | Other Service Provider | $7,424 | — | $7,424 |
| RFG ADVISORY LLC | Other Service Provider | $6,122 | — | $6,122 |
| PLANCORP LLC | Other Service Provider | $5,871 | — | $5,871 |
| SIGNATUREFD LLC | Other Service Provider | $5,861 | — | $5,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $828,630
- Estimated Expense Ratio: 0.103% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $47,325,187 | $684,430 | — | $26,250 | — |
| 2024 | $615,216 | $500,592 | $8,750 | — | — |
| 2023 | $608,898 | $498,354 | $17,000 | — | — |
| 2022 | $612,975 | $490,657 | — | — | $17,000 |