Filings through .
1 of 17 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$74K in admin expenses, $151 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
FIRST HORIZON ADVISORS INC7 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 Bank Trustee | $50,824 |
MAULDIN & JENKINS9 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 Accounting | $13,819 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 49 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 Other Services | $9,150 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
Filed September 9, 1997.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025