Back to filter
Original filing (PDF)20250721192337NAL0004018034001
SISKIN MEMORIAL FOUNDATION
Form 5500
FILING_RECEIVED
SISKIN MEMORIAL FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.2 moNo recordkeeper disclosed
Active participants
166
Accounts w/ balance
428
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SISKIN MEMORIAL FOUNDATION.
Plan sponsor
Name
SISKIN MEMORIAL FOUNDATION
EIN
59-1781637
Address
1101 CARTER STREET · CHATTANOOGA, TN · 37402
Phone
(423) 648-1722
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2L · 403(b)(1) annuity
2S · Automatic enrollment
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENJAMIN F EDWARDS COMPANY | 26-3199152 | — | NONE | $15K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
Investments
1 pooled fund· $4.0M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $4.0M | 92.5% |
Related plans
Other plans using BENJAMIN F EDWARDS COMPANY
Similar-size Health Care & Social Assistance plans
HORIZON ACTIVITIES CENTERS
HORIZON ACTIVITIES CENTERS 403B DC PLAN
$4.3M · 445 participants
TRI-COUNTY CHILD & FAMILY DEVELO
TRI-COUNTY CHILD & FAMILY DEVELOPMENT COUNCIL, INC.401(K)
$4.3M · 58 participants
ENCOMPASS EARLY EDUCATION & CARE, INC.
ENCOMPASS EARLY EDUCATION & CARE, INC. SAVINGS & RETIREMENT PLAN
$4.3M · 152 participants
THE COMMUNITY DEVELOPMENT CENT
THE COMMUNITY DEVELOPMENT CENT 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 76 participants
E. M. EDUCATION, LTD DBA CHILDREN'S HOUSE OF LOS ALTOS
CHILDREN'S HOUSE OF LOS ALTOS PROFIT SHARING PLAN
$4.4M · 27 participants
CAROLE ROBERTSON CENTER FOR LEARNING
CAROLE ROBERTSON CENTER FOR LEARNING RETIREMENT SAVINGS PLAN
$4.4M · 304 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B