What public Form 5500 filings show about the First National Bank of Tennessee 401(k) plan — and how to find and check your own account.
First National Bank of Tennessee (EIN 62-0727200) reports FIRST NATIONAL BANK OF TENNESSEE 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $30.4M in plan assets across 157 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full First National Bank of Tennessee filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First National Bank of Tennessee 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUMHEALTH MTP-UHIC, ERISA SERVICES, MULTIPLAN, SWALLOWS INSURANCE AGENCY, CIGNA, LUCENT HEALTH SOLUTIONS.