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  2. Bates, Roberts, Fowlkes & Jackson Insurance, Inc.

Filings through Oct 24, 2026.

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Bates, Roberts, Fowlkes & Jackson Insurance, Inc.

EIN 63-0494204-insurance-Latest filing 2025
Plans
1
Retirement
1
$4.5M assets
Health & Benefits
0
Participants
22
1812 6TH AVENUE SOUTH - IRONDALE, AL 352102018205-956-0563LinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$4.5M - 22 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BATES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING

401(k)

Assets$4.5M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BATES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING401(k)$4.5M222025
  • BATES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING$4.5M
    #001 · 401(k) · 202522
Retirement plans
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