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Original filing (PDF)20250618141657NAL0002533569001
SOUTHWEST TENNESSEE EMC
Form 5500
FILING_RECEIVED
SOUTHWEST TENNESSEE EMC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
180
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
29 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST TENNESSEE EMC.
Plan sponsor
Name
SOUTHWEST TENNESSEE EMC
EIN
62-0366645
Address
P O BOX 959 · BROWNSVILLE, TN · 38012
Phone
(731) 772-1322
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ATA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEXANDER, THOMPSON, ARNOLD PLLC | 62-1110839 | — | TPA | $7K | — |
Investments
20 direct securities · 29 pooled funds· $26.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$14.0M
29 holdings
Uncategorized
$12.0M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OR SIMILAR PARTY COLLARTERAL, PAR OR MATURITY VALUE CURRENT VALUE Pooled separate accounts * Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2055 | — | — | — | $3.3M | 23.5% | |
| VANGRD TRGT RETIRE 2055 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $3.3M | 23.5% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2045 | — | — | — | $1.9M | 13.8% | |
| VANGRD TRGT RETIRE 2045 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.9M | 13.8% | |
| Voya Retirement Insurance and Annuity Co Vanguard Growth Index | — | — | — | $1.6M | 11.6% | |
| VANGRD GROWTH INDEX FUND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1.6M | 11.6% | |
| VANGRD LARGE-CAP INDEX FD ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $966K | 6.9% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2060 | — | — | — | $856K | 6.1% | |
| VANGRD TRGT RETIRE 2060 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $856K | 6.1% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2050 | — | — | — | $841K | 6.0% | |
| VANGRD TRGT RETIRE 2050 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $841K | 6.0% | |
| Voya Retirement Insurance and Annuity Co Fixed account - unallocated insurance contract | — | — | — | $720K | 5.1% | |
| VOYA FIXED PLUS ACCOUNT III VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $720K | 5.1% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2025 | — | — | — | $565K | 4.0% | |
| VANGRD TRGT RETIRE 2025 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $565K | 4.0% | |
| DFA US LARGE COMP PORT INS VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $556K | 4.0% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2035 | — | — | — | $503K | 3.6% | |
| VANGRD TRGT RETIRE 2035 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $503K | 3.6% | |
| Voya Retirement Insurance and Annuity Co New Perspective Fund | — | — | — | $371K | 2.7% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $371K | 2.7% | |
| Voya Retirement Insurance and Annuity Co Vanguard Mid-Cap IV Index | — | — | — | $275K | 2.0% | |
| VANGRD MID-CAP VL INDX FND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $275K | 2.0% | |
| Voya Retirement Insurance and Annuity Co Vanguard Balanced Index | — | — | — | $273K | 2.0% | |
| VANGRD BALANCED INDEX FND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $273K | 2.0% | |
| VANGRD EQUITY INCOME FUND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $225K | 1.6% | |
| X Voya Life Insurance Vangrd Equity Income Fund Adm | — | — | — | $225K | 1.6% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $140K | 1.0% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $130K | 0.9% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $125K | 0.9% | |
| Voya Retirement Insurance and Annuity Co Carillon Eagle Small Cap Growth | — | — | — | $106K | 0.8% | |
| CARILLON EAGLE SM CAP GRW R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $106K | 0.8% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2065 | — | — | — | $101K | 0.7% | |
| VANGRD TRGT RETIRE 2065 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $101K | 0.7% | |
| Voya Retirement Insurance and Annuity Co Europacific Growth Fund | — | — | — | $90K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $90K | 0.6% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2040 | — | — | — | $71K | 0.5% | |
| VANGRD TRGT RETIRE 2040 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $71K | 0.5% | |
| Voya Retirement Insurance and Annuity Co Vanguard Mid-Cap Growth | — | — | — | $62K | 0.4% | |
| VANGRD MD-CAP GRW INDEX FD ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $62K | 0.4% | |
| PGIM HIGH YIELD FUND R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $58K | 0.4% | |
| FRANKLIN UTILITIES FUND R6 VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $45K | 0.3% | |
| Voya Retirement Insurance and Annuity Co Vanguard Total International Stock | — | — | — | $39K | 0.3% | |
| VANGRD TOT INT STK IN F ADM VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $39K | 0.3% | |
| COHEN&STEERS INST RL SHARES VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement 2030 | — | — | — | $10K | <0.1% | |
| VANGRD TRGT RETIRE 2030 FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $10K | <0.1% | |
| DFA US TARGETED VL PORT INS VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Co Vanguard Target Retirement Inc | — | — | — | $1K | <0.1% | |
| VANGRD TRGT RETIRE INC FD VOYA LIFE INSURANCE · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $1K | <0.1% |