Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.1M in admin expenses, $532 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
71 funds of $250K or more; 80 lines in all, holding $153M of the plan's $205M. Recordkeeper: Southern Benefit Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Loomis Large Cap Gro Natixis IM · Collective trust | $36.4M | 23.8% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $34.8M | 22.7% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund | $11.3M | 7.4% |
| Asb Allegiance Real ASB Capital Management · Collective trust | $7.6M | 5.0% |
| Blackrock Global All BlackRock · Mutual fund | $7.4M | 4.8% |
| First Eagle Global F First Eagle · Mutual fund | $6.1M | 4.0% |
| FPA Crescent Fund Manager not matched · Mutual fund | $5.9M | 3.9% |
| Allspring Closed-End Allspring · Mutual fund | $3.2M | 2.1% |
| Ubs Liquid Assets GO Manager not matched · Money market | $2.0M | 1.3% |
| Current Interest Identity Manager not matched · Other | $1.8M | 1.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
70 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFPA Crescent Fund | $5.9M |
| DroppedFidelity IN Common Sto | $837K |
| AddedFidelity National IN | $649K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
70 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
ATLANTA CAPITAL MANAGEMENT11+ years Service code 28 · EIN 58-1882608 1349 W. PEACHTREE STREET · ATLANTA, GA 30303 Investment Management | $314,826 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3320003 ONE FINANCIAL CENTER · BOSTON, MA 02111 Investment Management | $149,234 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 13-2730828 200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 Investment Management | $148,583 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070-1449 Plan Administrator | $93,596 |
ASB CAPITAL MANAGEMENT11+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 Investment Management | $77,058 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY · ATLANTA, GA 30338 Actuarial | $60,121 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 Securities Custodian | $50,500 |
ARNALL GOLDEN GREGORY LLP4 years Service code 29 · EIN 58-1423485 171 17ST STREET · ATLANTA, GA 30363 Legal | $45,073 |
DANIELS, IRWIN & AYLOR3 years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 Accounting | $22,200 |
MONEY MARKET, MUTUAL & ETFS4 years Filed as: MONEY MARKET, MUTUAL, ETFS & CLOSED Service code 19 Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mark Stewart Horizon Actuarial Services, LLC Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025