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Original filing (PDF)20250703121731NAL0000592273001
FIRST HORIZON CORPORATION
Form 5500
FILING_RECEIVED
FIRST HORIZON CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 2
11% employer stock7 service providers
Active participants
7,406
Accounts w/ balance
9,671
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
31 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
88
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 11% of plan in employer / sponsor stock.
- 10 bps in Schedule C fees — 102% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST HORIZON CORPORATION.
Plan sponsor
Name
FIRST HORIZON CORPORATION
EIN
62-0803242
Address
PO BOX 84 · MEMPHIS, TN · 381010084
Phone
(901) 523-4604
Industry
Commercial Banking· Finance & Insurancesee 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $792K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTIUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGEMENT | $101K | — |
| AON INVESTMENT USA, INC | 36-3109431 | — | CONSULTANT | $87K | — |
| BILLY JONATHAN LEWIS CONSULTING | 41-0295805 | — | CONSULTANT | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $56K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER, DONELSON, BEARMAN | 62-1047356 | — | LEGAL | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTING | $64K | — |
Investments
6 direct securities · 31 pooled funds· $1.1B(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.
Common Collective Trust
$821.7M
31 holdings
Uncategorized
$293.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $209.6M | 18.7% | |
| First Horizon Corporation First Horizon Corporation common stock fund, 6,176,476.51 units (1) | — | — | — | $115.8M | 10.4% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Account (1) | — | — | — | $109.1M | 9.8% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $69.2M | 6.2% | |
| INVESCO STABLE VALUE FUND INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $63.5M | 5.7% | |
| BLACKROCK LIFEPATH INDEX 2035 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $57.4M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2030 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $55.0M | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2045 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $46.4M | 4.1% | |
| BLACKROCK LIFEPATH INDEX 2040 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $44.8M | 4.0% | |
| LOOMIS SAYLES LARGE CAP GROWTH LOOMIS SAYLES · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $39.5M | 3.5% | |
| T. Rowe Price Instl Large Cap Equity Mutual fund (1) | — | — | — | $39.5M | 3.5% | |
| BLACKROCK RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $35.5M | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2050 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $28.0M | 2.5% | |
| BLACKROCK MSCI ACWI EX US FU BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $27.7M | 2.5% | |
| WESTWOOD SMIDCAP VALUE TRUST C SEI TRUST COMPANY · EIN 26-2447110 / PN 001 | Common Collective Trust | — | — | $27.2M | 2.4% | |
| WILLIAM BLAIR SMALL MID CAP GROWTH WILLIAM BLAIR COLLECTIVE · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $27.2M | 2.4% | |
| BLACKROCK US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $26.6M | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2055 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $17.7M | 1.6% | |
| BlackRock LifePath Index Retirement L Common/collective trust fund (1) | — | — | — | $16.8M | 1.5% | |
| BLACKROCK TOTAL RETURN BOND L BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $16.8M | 1.5% | |
| HARDING LOEVNER INTERNATIONAL EQTY GLOBAL TRUST · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $14.7M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2060 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $11.8M | 1.1% | |
| Dodge & Cox International Mutual fund (1) | — | — | — | $7.9M | 0.7% | |
| PIMCO Diversified income fund Mutual fund (1) | — | — | — | $4.2M | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| WEDGE SMID CAP VALUE CIT COMERICA BANK & TRUST NATIONAL ASSOCIATION · EIN 82-6571037 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND T BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RET BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |