Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › First Horizon Advisors Inc
First Horizon Advisors Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $274,405
Assets of those plans
$260,198,841
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$274,405
80% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 8 |
| 17 | Consulting (pension) | 1 |
| 28 | Investment management | 1 |
| 50 | Direct payment from the plan | 1 |
| 55 | Other commissions | 1 |
| 59 | Shareholder servicing fees | 1 |
| 64 | Recordkeeping fees | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Jackson Clinic Professional Association Revised Profit Sharing Plan | Jackson Clinic Professional Association | $169,090,752 | 823 | $87,282 |
| Williams Steel Group 401(k) Plan | Williams Steel | $18,896,757 | 222 | $62,563 |
| Memphis Basketball LLC 401(k) Plan | Memphis Basketball | $17,426,227 | 285 | $31,502 |
| Western Rivers Boat Management, Inc. Retirement Savings Plan | WRBM LLC DBA Western River Boat Management | $13,830,371 | 161 | $28,052 |
| Maintenx 401(k) Plan | Maintenx International Service Management Group | $11,444,808 | 206 | $1,155 |
| KHS America, Inc., 401(k) Profit Sharing Plan & Trust | KHS America | $9,096,775 | 127 | $30,380 |
| Fourjay, L.L.C. 401(k) Planrecordkeeper | Fourjay | $6,968,669 | 115 | $17,852 |
| Opuscare Management LLC 401(k) Safe Harbor Plan | Opuscare Management | $6,148,715 | 168 | $0 |
| Volunteer Materials and Related 401(k) Plan | Volunteer Materials | $4,675,549 | 170 | $15,619 |
| Stanley Auto Group 401(k) Plan | Stanley Automotive Enterprises | $2,620,218 | 166 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.