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| Provider | Service type | Compensation |
|---|---|---|
FIRST HORIZON ADVISORS INC4 years Filed as: FIRST HORIZON BANK Service code 28 800 S GAY STREET · KNOXVILLE, TN 37929 | Investment Management | $47,033 |
1 fund of $250K or more; 2 lines in all, holding $455K of the plan's $14.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Government Money Market Fund (Instl) Fidelity (FMR) · Money market | $343K | 75.5% |
| American Tower Corp Real Estate Investment Trust Shares Manager not matched · Other | $111K | 24.5% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Lee James July Business Services Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.