Candie Atherton signed West Tennessee BONE & Joint Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Tennessee BONE & Joint Institute's EIN is 62-0913372.
Download the official 2024 Form 5500 (PDF) for West Tennessee BONE & Joint Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Tennessee BONE & Joint Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP, LLC | — | GALLATIN, TN | INVESTMENT ADVISOR | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $38.0M | 97.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL GULF SOUTH LIMITE | — | METAIRIE, LA | CONTRACT ADMIN. | $4K | — |
