Form 5500 Search

CANNON FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
51
Active participants
70,504
Total plan assets
$6.7B
Filings (rows)
51
Direct comp
$4.4M
Indirect comp
$45K
Aggregating 2 name variants under "CANNON FINANCIAL"

SERVICES PROVIDED

Advisor / Consultant36
Other15

Top plans served

All 51 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
EMORY HEALTHCARE, INC.
EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
23,760$2.4B$9K
PHOEBE PUTNEY HEALTH SYSTEM, INC.
PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN
ALBANY, GA
Advisor / Consultant
CONSULTANT
4,666$446.2M$472K
TIFT REGIONAL HEALTH SYSTEM, INC.
TIFT REGIONAL HEALTH SYSTEM 403(B) PLAN
ATHENS, GA
Advisor / Consultant
INVESTMENT ADVISOR
2,531$406.0M$198K
PHOEBE PUTNEY HEALTH SYSTEM, INC.
PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN
ALBANY, GA
Advisor / Consultant
CONSULTANT
4,505$398.0M$446K
TIFT REGIONAL HEALTH SYSTEM, INC.
TIFT REGIONAL HEALTH SYSTEM 403(B) PLAN
ATHENS, GA
Advisor / Consultant
INVESTMENT ADVISOR
2,561$376.0M$245K
PHOEBE PUTNEY HEALTH SYSTEM, INC.
PHOEBE PUTNEY HEALTH SYSTEM 403(B) DEFERRED SAVINGS PLAN
ALBANY, GA
Advisor / Consultant
CONSULTANT
4,103$344.9M$448K
TIFT REGIONAL HEALTH SYSTEM, INC.
TIFT REGIONAL HEALTH SYSTEM 403(B) PLAN
ATHENS, GA
Advisor / Consultant
INVESTMENT ADVISOR
2,657$329.3M$139K
FLOYD HEALTHCARE MANAGEMENT
FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN
ROME, GA
Advisor / Consultant
INVESTMENT ADVISOR
3,950$205.2M$86K
FLOYD HEALTHCARE MANAGEMENT
FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN
ROME, GA
Advisor / Consultant
INVESTMENT ADVISOR
3,787$175.2M$212K
FLOYD HEALTHCARE MANAGEMENT
FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN
ROME, GA
Advisor / Consultant
INVESTMENT ADVISOR
3,415$142.9M$132K
JAMESTOWN MANAGEMENT CORP.
JAMESTOWN 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISORY
544$90.2M$118K
JAMESTOWN MANAGEMENT CORP.
JAMESTOWN 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISORY
371$81.2M$99K
COBB ELECTRIC MEMBERSHIP CORPORATION
COBB EMC 401(K) PLAN
MARIETTA, GA
Other
OTHER
388$79.4M$62K
COBB ELECTRIC MEMBERSHIP CORPORATION
COBB EMC 401(K) PLAN
MARIETTA, GA
Other
OTHER
384$76.3M$59K
COBB EMC.
COBB EMC 401(K) PLAN
MARIETTA, GA
Other
OTHER
377$74.1M$71K
BRENAU UNIVERSITY
BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN
GAINESVILLE, GA
Advisor / Consultant
CONSULTANT
369$67.5M$96K
JAMESTOWN MANAGEMENT CORP.
JAMESTOWN 401(K) PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT ADVISORY
389$66.8M$100K
BRENAU UNIVERSITY
BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN
GAINESVILLE, GA
Advisor / Consultant
CONSULTANT
367$63.2M$85K
PACE ACADEMY, INC.
PACE ACADEMY, INC. TAX SHELTERED ANNUITY PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
335$60.8M$86K
BRENAU UNIVERSITY
BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN
GAINESVILLE, GA
Advisor / Consultant
CONSULTANT
372$56.4M$73K
PACE ACADEMY, INC.
PACE ACADEMY, INC. TAX SHELTERED ANNUITY PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
328$54.8M$72K
SAVANNAH COUNTRY DAY SCHOOL, INC.
SAVANNAH COUNTRY DAY SCHOOL, INC. RETIREMENT PLAN TAX DEFERRED
SAVANNAH, GA
Advisor / Consultant
CONSULTANT
202$54.6M$56K
MCNAIR MCLEMORE MIDDLEBROOKS & CO., LLC
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN
MACON, GA
Other
NONE
109$50.5M$45K
SAVANNAH COUNTRY DAY SCHOOL, INC.
SAVANNAH COUNTRY DAY SCHOOL, INC. RETIREMENT PLAN TAX DEFERRED
SAVANNAH, GA
Advisor / Consultant
CONSULTANT
243$48.3M$46K
GEORGIA UNITED CREDIT UNION
GEORGIA UNITED CREDIT UNION 401(K) PLAN AND TRUST
DULUTH, GA
Advisor / Consultant
ADVISOR
341$46.5M$105K
PACE ACADEMY, INC.
PACE ACADEMY, INC. TAX SHELTERED ANNUITY PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
328$46.4M$66K
DARLINGTON SCHOOL
DARLINGTON SCHOOL DC PLAN
ROME, GA
Advisor / Consultant
CONSULTANT
201$43.3M$41K
SAVANNAH COUNTRY DAY SCHOOL, INC.
SAVANNAH COUNTRY DAY SCHOOL, INC. RETIREMENT PLAN TAX DEFERRED
SAVANNAH, GA
Advisor / Consultant
CONSULTANT
222$43.2M$48K
GEORGIA UNITED CREDIT UNION
GEORGIA UNITED CREDIT UNION 401(K) PLAN AND TRUST
DULUTH, GA
Advisor / Consultant
ADVISOR
341$41.1M$89K
DARLINGTON SCHOOL
DARLINGTON SCHOOL DC PLAN
ROME, GA
Advisor / Consultant
CONSULTANT
189$40.0M$35K
DARLINGTON SCHOOL
DARLINGTON SCHOOL DC PLAN
ROME, GA
Advisor / Consultant
CONSULTANT
179$36.1M$32K
GEORGIA UNITED CREDIT UNION
GEORGIA UNITED CREDIT UNION 401(K) PLAN AND TRUST
DULUTH, GA
Advisor / Consultant
ADVISOR
315$33.9M$74K
TALLEY CONSTRUCTION COMPANY, INC.
TALLEY CONSTRUCTION COMPANY & AFFLIATES 401(K) PROFIT SHARING PLAN
ROSSVILLE, GA
Other
SERVICE PROVIDER
260$17.6M$50K
NWP ENTERPRISES INC
NWP ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
MABLETON, GA
Advisor / Consultant
ADVISOR
245$17.1M$54K
TALLEY CONSTRUCTION COMPANY, INC.
TALLEY CONSTRUCTION COMPANY & AFFLIATES 401(K) PROFIT SHARING PLAN
ROSSVILLE, GA
Other
SERVICE PROVIDER
263$15.3M$42K
NWP ENTERPRISES INC
NWP ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
MABLETON, GA
Advisor / Consultant
ADVISOR
230$14.3M$43K
TALLEY CONSTRUCTION COMPANY, INC.
TALLEY CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
ROSSVILLE, GA
Other
SERVICE PROVIDER
246$12.6M$38K
NWP ENTERPRISES INC
NWP ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
MABLETON, GA
Advisor / Consultant
ADVISOR
215$11.6M$43K
UNITED PARENTS, INC.
DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN
ALBANY, GA
Advisor / Consultant
CONSULTANT
47$11.0M$20K
UNITED PARENTS, INC.
DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN
ALBANY, GA
Advisor / Consultant
CONSULTANT
57$10.6M$20K
PRINTING INDUSTRIES ASSOC., INC. OF SO. CALIFORNIA
PRINTING INDUSTRIES BENEFIT TRUST PLAN
LOS ANGELES, CA
Other
NONE
4,212$9.0M$6K
ALABAMA CHRISTIAN ACADEMY
ALABAMA CHRISTIAN ACADEMY 403(B) DC PLAN
MONTGOMERY, AL
Other
89$8.8M$16K
ALABAMA CHRISTIAN ACADEMY
ALABAMA CHRISTIAN ACADEMY 403(B) DC PLAN
MONTGOMERY, AL
Advisor / Consultant
FINANCIAL ADVISOR
95$8.3M$17K
ALABAMA CHRISTIAN ACADEMY
ALABAMA CHRISTIAN ACADEMY 403(B) DC PLAN
MONTGOMERY, AL
Other
81$7.7M$15K
GEORGIA PAIN AND WELLNESS CENTER, LLC
GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN
LAWRENCEVILLE, GA
Other
SERVICE PROVIDER
406$5.1M$0
AFFORDABLE BUSINESS SOLUTIONS, INC.
AFFORDABLE BUSINESS SOLUTIONS RETIREMENT PLAN
MACON, GA
Other
NONE
155$3.6M$11K
GEORGIA PAIN & WELLNESS CENTER, LLC
GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN
LAWRENCEVILLE, GA
Advisor / Consultant
ADVISOR
299$3.6M$0
AFFORDABLE BUSINESS SOLUTIONS, INC.
AFFORDABLE BUSINESS SOLUTIONS RETIREMENT PLAN
MACON, GA
Other
NONE
78$3.4M$13K
AFFORDABLE BUSINESS SOLUTIONS, INC.
AFFORDABLE BUSINESS SOLUTIONS RETIREMENT PLAN
MACON, GA
Other
NONE
443$3.0M$10K
GEORGIA PAIN & WELLNESS CENTER, LLC
GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN
LAWRENCEVILLE, GA
Advisor / Consultant
ADVISOR
254$2.4M$0
THOMAS UNIVERSITY
THOMAS UNIVERSITY, INC. RETIREMENT PLAN
THOMASVILLE, GA
Other
0$11K