Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUSTARD SEED | 43-2025237 | MAGNOLIA, AR | BROKERAGE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | 62-1804252 | MEMPHIS, TN | AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short Term Investment Grade | Other securities | — | $824K | $791K | 23.4% | |
| DFA INVESTMENTS DFA US Vector Equity | Other securities | — | $306K | $488K | 14.4% | |
| DFA Investments DFA US Vector Equity | Other securities | — | $306K | $482K | 14.2% | |
| DFA Investments DFA US Large Cap Growth Instl | Other securities | — | $184K | $378K | 11.2% | |
| Vanguard Short Term Bond Index | Other securities | — | $388K | $371K | 11.0% | |
| DFA Investments DFA US Large Cap Value | Other securities | — | $229K | $328K | 9.7% | |
| DFA Investments DFA Global Real Estate Securities Portfolio | Other securities | — | $228K | $207K | 6.1% | |
| Vanguard International Value | Other securities | — | $163K | $189K | 5.6% | |
| Vanguard Interm Term Bond Index | Other securities | — | $199K | $173K | 5.1% | |
| DFA Investments DFA International Core Equity | Other securities | — | $137K | $172K | 5.1% | |
| DFA Investments DFA International Large Cap Growth | Other securities | — | $105K | $144K | 4.3% | |
| First Horizon First Horizon National Corp 7 DFA Investments DFA Emerging Markets Core Equity | Common Stock | — | $96K | $123K | 3.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN ADMINISTRATION & CONSULTING | 01-0690018 | MEMPHIS, TN | THIR PARTY ADMINISTRATOR | $38K | — |
