Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$1.0M in admin expenses, $855 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
67 funds of $250K or more; 213 lines in all, holding $118M of the plan's $183M. Recordkeeper: Southern Benefit Administrators.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Russell BlackRock · ETF Index | $15.9M | 13.4% |
| Current Interest Identity Manager not matched · Other | $10.9M | 9.2% |
| Hamilton Lane Privat Manager not matched · Collective trust | $8.8M | 7.4% |
| Ishares Core MSCI TO BlackRock · ETF | $8.4M | 7.1% |
| Jpmorgan IIF Erisa L JPMorgan · Other | $8.0M | 6.8% |
| Multi-Employer Prope Manager not matched · Collective trust | $6.1M | 5.2% |
| Hedge Fund Manager not matched · Mutual fund | $5.5M | 4.7% |
| Vanguard Russell 100 Vanguard · Mutual fund Index | $3.4M | 2.9% |
| Boyd Watterson GSA F Manager not matched · Other | $3.1M | 2.6% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $3.0M | 2.5% |
| 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 |
203 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedIshares Core MSCI TO | $8.4M |
| DroppedBlackstone Private C | $7.6M |
| ReplacedHighIshares Core Interna to Vanguard Russell 100 | $6.4M to $3.4M |
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.
203 more lines and 4 more changes 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 of 18 by compensation.
| Provider | Compensation |
|---|---|
JP MORGAN2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 19 · EIN 12-1192865 PO BOX 219125 · KANSAS CITY, MO 64121-9125 Securities Custodian | $125,912 |
SOUTHERN BENEFIT ADMINISTRATORS11+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070-1449 Plan Administrator | $73,813 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3100 · CHICAGO, IL 60606 Investment Management | $73,112 |
ROTHSCHILD ASSET MANAGEMENT11+ years Service code 28 · EIN 13-2544634 1251 AVE OF AMERICAS · NEW YORK, NY 10020 Investment Management | $57,057 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 Actuarial | $47,329 |
ARNALL GOLDEN GREGORY LLP7 years Service code 29 · EIN 58-1423485 171 17TH ST STE 2100 · ATLANTA, GA 30363 Legal | $43,903 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD MANAGEMENT Service code 28 · EIN 02-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 Investment Management | $40,454 |
THORNBURG4 years Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 28 · EIN 85-0301299 2300 NORTH RIDGETOP ROAD · SANTA FE, NM 87506-8361 Investment Management | $37,534 |
DANIELS, IRWIN & AYLOR3 years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 Accounting | $24,300 |
D. F. DENT & COMPANY, INC.8 years Filed as: D F DENT & COMPANY Service code 28 · EIN 52-1045317 400 EAST PRATT STE D · BALTIMORE, MD 21202 Investment Management | $15,018 |
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 |
|---|---|---|
Kenneth N Densmore 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