Form 5500 Search

FIRST HORIZON

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
101
Active participants
56,937
Total plan assets
$4.8B
Filings (rows)
101
Direct comp
$4.4M
Indirect comp
$131K

SERVICES PROVIDED

Other56
Advisor / Consultant38
Trustee3
Broker3
Accountant / Auditor1

Top plans served

All 101 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION PENSION PLAN
MEMPHIS, TN
Other
AFFILIATE
1,016$674.6M$722K
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION PENSION PLAN
MEMPHIS, TN
Other
AFFILIATE
953$603.1M$301K
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSION
TRI-STATE CARPENTERS AND JOINERS PENSION TRUST FUND
GOODLETTSVILLE, TN
Other
NONE
2,259$452.1M$26K
SUMMIT MEDICAL GROUP, PLLC
SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN
KNOXVILLE, TN
Other
NONE
1,829$348.1M$130K
SUMMIT MEDICAL GROUP, PLLC
SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN
KNOXVILLE, TN
Other
NONE
1,542$293.5M$120K
UNITED FURNITURE WORKERS PENSION FUND A
UNITED FURNITURE WORKERS PENSION FUND A
NASHVILLE, TN
Accountant / Auditor
BANK ACCOUNT
703$251.5M$10K
JACKSON CLINIC PROFESSIONAL ASSOCIATION
THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN
JACKSON, TN
Other
NONE
643$169.1M$87K
JACKSON CLINIC PROFESSIONAL ASSOCIATION
THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN
JACKSON, TN
Other
NONE
585$165.2M$83K
JACKSON CLINIC, P.A.
THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN
JACKSON, TN
Advisor / Consultant
INVESTMENT ADVISOR
601$151.9M$83K
MARINER FINANCE, LLC
MARINER FINANCE LLC 401K PLAN
NOTTINGHAM, MD
Other
CONSULTING
2,269$112.7M$48K
COMMUNITY BANCSHARES OF MISSISSIPPI, INC.
COMMUNITY BANCSHARES OF MISSISSIPPI, INC. EMPLOYEE STOCK OWNERSHIP PLAN
FLOWOOD, MS
Other
NONE
706$88.0M$146K
COMMUNITY BANCSHARES OF MISSISSIPPI, INC.
COMMUNITY BANCSHARES OF MISSISSIPPI, INC. EMPLOYEE STOCK OWNERSHIP PLAN
FLOWOOD, MS
Other
NONE
757$80.9M$153K
COMMUNITY BANCSHARES OF MISSISSIPPI, INC.
COMMUNITY BANCSHARES OF MISSISSIPPI, INC. EMPLOYEE STOCK OWNERSHIP PLAN
FLOWOOD, MS
Other
NONE
720$80.5M$143K
SHEET METAL WORKERS NATIONAL HEALTH FUND
SHEET METAL WORKERS NATIONAL HEALTH FUND
GOODLETSVILLE, TN
Other
NONE
4,309$69.1M$59K
BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND
UBC HEALTHCARE TRUST FUND
GOODLETTSVILLE, TN
Other
NONE
962$62.8M$15K
BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND
UBC HEALTHCARE TRUST FUND
GOODLETTSVILLE, TN
Other
NONE
1,336$60.0M$16K
BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND
UBC HEALTHCARE TRUST FUND
GOODLETTSVILLE, TN
Other
NONE
1,425$59.0M$37K
SHEET METAL WORKERS NATIONAL HEALTH FUND
SHEET METAL WORKERS NATIONAL HEALTH FUND
GOODLETSVILLE, TN
Other
NONE
3,628$57.3M$55K
BOARD OF TRUSTEES USW HRA FUND
USW HRA FUND
NASHVILLE, TN
Other
SERVICE PROVIDER
1,076$51.4M$12K
MEHERRIN AGRICULTURAL & CHEMICAL COMPANY
MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN
SEVERN, NC
Advisor / Consultant
CONSULTANT
1,750$47.9M$91K
BOARD OF TRUSTEES USW HRA FUND
USW HRA FUND
NASHVILLE, TN
Other
SERVICE PROVIDER
1,072$45.6M$12K
LOMANCO, INC.
LOMANCO, INC. 401(K) EMPLOYEE RETIREMENT PLAN & TRUST
JACKSONVILLE, AR
Advisor / Consultant
INVESTMENT ADVISOR
274$40.2M$8K
UNITED FURNITURE WORKERS INSURANCE FUND
UNITED FURNITURE WORKERS INSURANCE FUND
NASHVILLE, TN
Other
BANK
3,440$37.8M$13K
ATHENS DISTRIBUTING COMPANY OF NASHVILLE
ATHENS DISTRIBUTING RETIREMENT PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
358$36.4M$68K
TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND
CARPENTERS LOCAL UNION NO. 345 PENSION FUND
BARTLETT, TN
Other
NONE
468$33.0M$15K
FIRST COMMUNITY BANK OF TENNESSEE
FIRST COMMUNITY BANK OF TENNESSEE PROFIT SHARING 401(K) PLAN AND TRUST
SHELBYVILLE, TN
Advisor / Consultant
ADVISOR
481$32.4M$101K
MARINER FINANCE LLC
PERSONAL FINANCE COMPANY LLC RETIREMENT PLAN AND TRUST AGREEMENT
BALTIMORE, MD
Advisor / Consultant
CONSULTANT
71$27.9M$37K
TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND
CARPENTERS LOCAL UNION NO. 345 PENSION FUND
BARTLETT, TN
Other
NONE
187$26.3M$11K
SOUTHEASTERN PIPETRADES HEALTH & WELFARE FUND
SOUTHEASTERN PIPETRADES HEALTH & WELFARE FUND
GOODLETTSVILLE, TN
Other
NONE
766$26.1M$6K
TOURO INFIRMARY
TOURO INFIRMARY RETIREMENT PLAN
NEW ORLEANS, LA
Other
NONE
612$22.8M$39K
TOURO INFIRMARY
TOURO INFIRMARY RETIREMENT PLAN
NEW ORLEANS, LA
Other
NONE
564$22.7M$25K
BUILTWELL BANCORP, INC.
BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
CHATTANOOGA, TN
Other
NONE
236$21.7M$42K
WILLIAMS STEEL COMPANY, INC.
WILLIAMS STEEL GROUP 401(K) PLAN
IRVING, TX
Advisor / Consultant
INVESTMENT ADVISOR
277$18.9M$63K
WILLIAMS STEEL COMPANY, INC.
WILLIAMS STEEL GROUP 401(K) PLAN
JACKSON, TN
Advisor / Consultant
INVESTMENT ADVISOR
247$18.2M$53K
MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
DEFINED CONTRIBUTION PLAN FOR MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISORY
356$17.7M$79K
BUILTWELL BANCORP, INC.
BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
CHATTANOOGA, TN
Other
NONE
264$17.6M$36K
MEMPHIS BASKETBALL LLC
MEMPHIS BASKETBALL LLC 401(K) PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
301$17.4M$32K
MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
DEFINED CONTRIBUTION PLAN FOR MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISORY
441$16.2M$62K
BUILTWELL BANCORP, INC.
FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
CHATTANOOGA, TN
Other
NONE
253$14.6M$31K
MEMPHIS BASKETBALL LLC
MEMPHIS BASKETBALL LLC 401(K) PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
299$14.5M$24K
FORD CONSTRUCTION COMPANY
FORD CONSTRUCTION COMPANY PROFIT SHARING PLAN
DYERSBURG, TN
Other
NONE
184$14.2M$43K
ATHENS DISTRIBUTING COMPANY OF NASHVILLE
ATHENS DISTRIBUTING COMPANY OF NASHVILLE 401(K) RETIREMENT PLAN
ANTIOCH, TN
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
105$14.0M$55K
WRBM, LLC DBA WESTERN RIVER BOAT MANAGEMENT, INC.
WESTERN RIVERS BOAT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
PADUCAH, KY
Advisor / Consultant
INVESTMENT ADVISOR
284$13.8M$28K
PARMAN HOLDINGS CORP.
PARMAN 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISORY
176$13.7M$0
SOUTHEASTERN RETINA ASSOCIATES, PC
SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN
KNOXVILLE, TN
Other
NONE
240$13.2M$45K
MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
DEFINED CONTRIBUTION PLAN FOR MID-SOUTH TRANSPORTATION MANAGEMENT, INC.
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISORY
413$12.9M$52K
SOUTHEASTERN RETINA ASSOCIATES, PC
SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN
KNOXVILLE, TN
Other
NONE
217$12.4M$37K
FORD CONSTRUCTION COMPANY
FORD CONSTRUCTION COMPANY PROFIT SHARING PLAN
DYERSBURG, TN
Other
NONE
187$12.3M$39K
WRBM, LLC DBA WESTERN RIVER BOAT MANAGEMENT, INC.
WESTERN RIVERS BOAT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
PADUCAH, KY
Advisor / Consultant
INVESTMENT ADVISOR
292$12.3M$4K
JEFFREY CHAIN, L.P.
JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
215$12.2M$0
CAMPBELL, CUNNINGHAM, & TAYLOR P.C.
CAMPBELL, CUNNINGHAM & TAYLOR, P.C. 401(K) PROFIT SHARING PLAN
KNOXVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
115$11.8M$19K
PARMAN HOLDINGS CORP.
PARMAN 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISORY
169$11.7M$6K
JEFFREY CHAIN, L.P.
JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
187$11.6M$0
MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC.
MAINTENX 401(K) PLAN
TAMPA, FL
Advisor / Consultant
INVESTMENT ADVISOR
427$11.4M$1K
DREXEL CHEMICAL COMPANY
DREXEL CHEMICAL COMPANY MONEY PURCHASE PENSION PLAN AND TRUST
MEMPHIS, TN
Other
NONE
159$11.0M$40K
MEMPHIS BASKETBALL LLC
MEMPHIS BASKETBALL LLC 401(K) PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISOR
230$11.0M$23K
FORD CONSTRUCTION COMPANY
FORD CONSTRUCTION COMPANY PROFIT SHARING PLAN
DYERSBURG, TN
Other
NONE
202$10.9M$39K
DREXEL CHEMICAL COMPANY
DREXEL CHEMICAL COMPANY MONEY PURCHASE PENSION PLAN AND TRUST
MEMPHIS, TN
Other
NONE
149$10.1M$37K
ATHENS DISTRIBUTING COMPANY OF MEMPHIS
ATHENS DISTRIBUTING COMPANY OF MEMPHIS 401(K) RETIREMENT PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISORY - PL
103$10.0M$39K
DREXEL CHEMICAL COMPANY
DREXEL CHEMICAL COMPANY MONEY PURCHASE PENSION PLAN AND TRUST
MEMPHIS, TN
Other
NONE
150$10.0M$36K
JEFFREY CHAIN, L.P.
JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
194$9.9M$0
SOUTHEASTERN RETINA ASSOCIATES, PC
SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN
KNOXVILLE, TN
Other
NONE
195$9.9M$32K
SHEET METAL WORKERS LOCAL NO. 4 HEALTH AND WELFARE FUND
SHEET METAL WORKERS LOCAL UNION NO. 4 HEALTH AND WELFARE PLAN
GOODLETTSVILLE, TN
Other
NONE
485$9.9M$7K
KHS AMERICA, INC.
KHS AMERICA, INC., 401(K) PROFIT SHARING PLAN & TRUST
MT. JULIET, TN
Advisor / Consultant
INVESTMENT ADVISOR
104$9.1M$30K
KHS AMERICA, INC.
KHS AMERICA, INC., 401(K) PROFIT SHARING PLAN & TRUST
MT. JULIET, TN
Advisor / Consultant
INVESTMENT ADVISOR
93$8.6M$27K
GOODWYN PARTNERS, LLC
GOODWYN PARTNERS, LLC 401(K) PLAN
MOBILE, AL
Advisor / Consultant
ADVISOR
337$8.5M$26K
BRISTOL METALS, LP
BRISTOL METALS, LP PROFIT SHARING PLAN - PLAN A
BRISTOL, TN
Advisor / Consultant
ADVISOR
158$8.0M$22K
FOURJAY, L.L.C.
FOURJAY, L.L.C. 401(K) PLAN
NORTH LITTLE ROCK, AR
Other
NONE
509$7.4M$15K
FOURJAY, L.L.C.
FOURJAY, L.L.C. 401(K) PLAN
NORTH LITTLE ROCK, AR
Other
NONE
228$7.0M$18K
MEMPHIS CONSTRUCTION BENEFIT FUND
MEMPHIS CONSTRUCTION BENEFIT FUND
GOODLETTSVILLE, TN
Other
NONE
250$7.0M$6K
KHS AMERICA, INC.
KHS AMERICA, INC., 401(K) PROFIT SHARING PLAN & TRUST
MT. JULIET, TN
Advisor / Consultant
INVESTMENT ADVISOR
92$6.9M$27K
FOURJAY, L.L.C.
FOURJAY, L.L.C. 401(K) PLAN
NORTH LITTLE ROCK, AR
Other
NONE
274$6.5M$17K
ROGERS PETROLEUM, INC.
PETROLEUM MARKETERS 401K PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
129$6.1M$0
TOP FLIGHT, INC.
TOP FLIGHT, INC. EMPLOYEES' PENSION PLAN
CHATTANOOGA, TN
Trustee
TRUSTEE
30$5.5M$26K
TOP FLIGHT, INC.
TOP FLIGHT, INC. EMPLOYEES' PENSION PLAN
CHATTANOOGA, TN
Trustee
TRUSTEE
33$5.3M$25K
TOP FLIGHT, INC.
TOP FLIGHT, INC. EMPLOYEES PENSION PLAN
CHATTANOOGA, TN
Trustee
TRUSTEE
37$5.1M$26K
ROGERS PETROLEUM, INC.
PETROLEUM MARKETERS 401K PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
120$4.9M$0
OPUSCARE MANAGEMENT LLC
OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN
MIAMI, FL
Advisor / Consultant
ADVISOR
409$4.7M$0
VOLUNTEER MATERIALS
VOLUNTEER MATERIALS AND RELATED 401(K) PLAN
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
213$4.7M$16K
SOUTHERN STATES AUTOMOTIVE MGMT. GR LLC
SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC 401(K) PLAN
RALEIGH, NC
Other
NONE
138$4.6M$19K
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION HEALTH AND WELFARE BENEFIT PLAN
MEMPHIS, TN
Other
AFFILIATE
5,556$4.5M$6K
INDUSTRIAL PAINTING LTD., INC.
INDUSTRIAL PAINTING LTD., INC. 401(K) PLAN
BRIGHTON, TN
Other
RETAINED BY EMPLOYER
60$4.4M$15K
HOFFMAN MEDIA LLC
HOFFMAN MEDIA, LLC 401(K) PLAN
BIRMINGHAM, AL
Advisor / Consultant
INVESTMENT ADVISOR
95$4.0M$6K
SOUTHERN STATES AUTOMOTIVE MGMT. GR LLC
SOUTHERN STATES AUTOMOTIVE MGMT. GROUP LLC 401(K) PLAN
RALEIGH, NC
Other
NONE
130$3.9M$19K
ROGERS PETROLEUM, INC.
PETROLEUM MARKETERS 401K PLAN
MORRISTOWN, TN
Other
OTHER SERVICES
114$3.8M$0
VOLUNTEER MATERIALS
VOLUNTEER MATERIALS AND RELATED 401(K) PLAN
FRANKLIN, TN
Advisor / Consultant
INVESTMENT ADVISOR
176$3.6M$9K
WESLEY HOUSING CORPORATION OF MEMPHIS, INC.
WESLEY HOUSING CORPORATION OF MEMPHIS, INC. EMPLOYEE'S RETIREMENT PLAN
CORDOVA, TN
Advisor / Consultant
INVESTMENT ADVISORY
138$3.1M$21K
WESLEY HOUSING CORPORATION OF MEMPHIS, INC.
WESLEY HOUSING CORPORATION OF MEMPHIS, INC. EMPLOYEE'S RETIREMENT PLAN
CORDOVA, TN
Advisor / Consultant
INVESTMENT ADVISORY
152$2.9M$23K
WESLEY HOUSING CORPORATION OF MEMPHIS, INC.
WESLEY HOUSING CORPORATION OF MEMPHIS, INC. EMPLOYEE'S RETIREMENT PLAN
CORDOVA, TN
Advisor / Consultant
INVESTMENT ADVISORY
147$2.6M$22K
STANLEY AUTOMOTIVE ENTERPRISES, INC.
STANLEY AUTO GROUP 401(K) PLAN
DALLAS, TX
Broker
BROKER/ADVISER
213$2.6M$0
SUNRISE BUICK GMC, INC.
SUNRISE EMPLOYEES 401(K) PLAN
COLLIERVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
218$2.6M$20K
BARNES CROSSING AUTO LLC
BARNES CROSSING AUTO GROUP 401(K) PLAN
SALTILLO, MS
Other
NONE
401$2.3M$12K
STANLEY AUTOMOTIVE ENTERPRISES, INC.
STANLEY AUTO GROUP 401(K) PLAN
DALLAS, TX
Broker
BROKER/ADVISER
190$2.2M$0
STANLEY AUTOMOTIVE ENTERPRISES, INC.
STANLEY AUTO GROUP 401(K) PLAN
DALLAS, TX
Broker
BROKER/ADVISER
246$1.9M$0
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT
MEMPHIS, TN
Other
AFFILIATE
286$66K$9K
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT
MEMPHIS, TN
Other
AFFILIATE
264$57K$34K
FIRST HORIZON CORPORATION
FIRST HORIZON CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT
MEMPHIS, TN
Other
AFFILIATE
283$23K$75K
DIR HOLDINGS, LLC
DIR HOLDINGS, LLC RETIREMENT SAVINGS PLAN
GERMANTOWN, TN
Advisor / Consultant
FINANCIAL ADVISOR
0$0$15K
EDUCATION NETWORKS OF AMERICA, INC.
ENA 401(K) PLAN
NASHVILLE, TN
Advisor / Consultant
INVESTMENT ADVISOR
0$0$55K
ATHENS DISTRIBUTING COMPANY OF MEMPHIS
ATHENS DISTRIBUTING COMPANY OF MEMPHIS 401 (K) RETIREMENT PLAN
MEMPHIS, TN
Advisor / Consultant
INVESTMENT ADVISORY - PL
0$0$47K
TRUSTEES - CARPENTERS LOCAL UNION NO. 345 PENSION FUND
CARPENTERS LOCAL UNION NO. 345 PENSION FUND
BARTLETT, TN
Other
NONE
0$0$8K