Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON BANK | 62-0201385 | — | NONE | $42K | — |
| MAULDIN & JENKINS, LLC | 58-0692043 | — | NONE | $13K | — |
| ACUFF & ASSOCIATES, INC. | 62-1477251 | — | NONE | $10K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Builtwell Bancorp, Inc., Class B Employer Common Stock | — | — | $3.1M | $20.2M | 92.9% | |
| N/A Fidelity Institutional Money Market, Government Portfolio - Class I Temporary Investments | — | — | $847K | $847K | 3.9% | |
| Party-in-Interest Lessor, or Similar Party Rate of Interest, Collateral, Par, or Maturity Value Cost Value * Builtwell Bancorp, Inc., Class A Employer Common Stock | — | — | $42K | $689K | 3.2% |
