Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
First Horizon Advisors Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
First Horizon Advisors Inc. is named as a service provider on the Schedule C of 33 retirement plans with 100 or more participants for plan year 2024, covering 18,449 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $88.96 per participant, with the middle half of plans between $45.98 and $154. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Tennessee (21), Arkansas (3) and Texas (2).
In 2010 it appeared on 5 such filings; in 2024, 32. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $45.98 | $88.96 | $154 |
| Compensation as a share of plan net assets | 0.05% | 0.28% | 0.34% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Mariner Finance LLC 401(k) Plan | Mariner Finance, LLC | MD | 2,848 | $113M | $48K |
| Summit Medical Group, PLLC 401(k) Profit Sharing Plan | Summit Medical Group, PLLC | TN | 2,193 | $348M | $178K |
| Ticua 403(b) Defined Contribution Plan | Tennessee Independent Colleges and Universities Association, Inc. | TN | 2,174 | $150M | $8,403 |
| Hytrol Conveyor Company, Inc. 401(k) Retirement Plan | Hytrol Conveyor Company, Inc. | AR | 1,337 | $65.2M | $147K |
| The Jackson Clinic Professional Association Revised Profit Sharing Plan | Jackson Clinic Professional Association | TN | 875 | $169M | $87K |
| First Community Bank of Tennessee Profit Sharing 401(k) Plan and Trust | First Community Bank of Tennessee | TN | 658 | $32.4M | $101K |
| Opuscare Management LLC 401(k) Safe Harbor Plan | Opuscare Management LLC | FL | 627 | $6.1M | $7,158 |
| Charter Construction, Inc. | Charter Construction, Inc. | TN | 603 | $7.3M | $37K |
| Maintenx 401(k) Plan | Maintenx International Service Management Group, Inc. | FL | 504 | $11.4M | $1,155 |
| Cumberland International Trucks, Inc. 401(k) Plan | Cumberland International Trucks, Inc. | TN | 493 | $18.4M | $81K |
| Barnes Crossing Auto Group 401(k) Plan | Barnes Crossing Auto LLC | MS | 470 | $3.5M | $22K |
| Defined Contribution Plan for Mid-South Transportation Management, Inc. | Mid-South Transportation Management, Inc. | TN | 455 | $17.7M | $79K |
| Athens Distributing Retirement Plan | Athens Distributing Company of Nashville | TN | 422 | $36.4M | $68K |
| Memphis Basketball LLC 401(k) Plan | Memphis Basketball LLC | TN | 373 | $17.4M | $32K |
| Williams Steel Group 401(k) Plan | Williams Steel Company, Inc. | TX | 339 | $18.9M | $63K |
| Lomanco, Inc. 401(k) Employee Retirement Plan & Trust | Lomanco, Inc. | AR | 314 | $40.2M | $7,997 |
| Western Rivers Boat Management, Inc. Retirement Savings Plan | WRBM, LLC DBA Western River Boat Management, Inc. | KY | 301 | $13.8M | $28K |
| Gregory Pharmaceutical Holdings 401(k) Plan | Gregory Pharmaceutical Holdings, Inc. | TN | 292 | $13.2M | $45K |
| Volunteer Materials and Related 401(k) Plan | Volunteer Materials | TN | 275 | $4.7M | $16K |
| Fourjay, L.L.C. 401(k) Plan | Fourjay, L.L.C. | AR | 273 | $7.0M | $18K |
| Statcare 401(k) & Profit Sharing Plan | Newstat, PLLC | TN | 258 | $81.8M | $30K |
| Nephrology Associates 401(k) Profit Sharing Plan | Nephrology Associates | TN | 255 | $22.0M | $71K |
| Jeffrey Chain, L.P. 401(k) Retirement Savings Plan | Jeffrey Chain, L.P. | TN | 250 | $12.2M | $3,139 |
| Southern States Automotive Mgmt. Group LLC 401(k) Plan | Southern States Automotive Mgmt. Group LLC | NC | 248 | $5.7M | $22K |
| Stanley Auto Group 401(k) Plan | Stanley Automotive Enterprises, Inc. | TX | 240 | $2.6M | $12K |
| Parman 401(k) Plan | Parman Holdings Corp. | TN | 227 | $15.6M | $47K |
| Industrial Painting Ltd., Inc. 401(k) Plan | Industrial Painting Ltd., Inc. | TN | 220 | $4.8M | $16K |
| Bristol Metals, LP Profit Sharing Plan - Plan a | Bristol Metals, LP | TN | 203 | $8.0M | $22K |
| Top Flight, Inc. Employees' Pension Plan | Top Flight, Inc. | TN | 164 | $5.5M | $26K |
| Wesley Housing Corporation of Memphis, Inc. Employee's Retirement Plan | Wesley Housing Corporation of Memphis, Inc. | TN | 154 | $3.1M | $21K |
| Petroleum Marketers 401(k) Plan | Rogers Petroleum, Inc. | TN | 149 | $6.1M | $1,436 |
| KHS America, Inc., 401(k) Profit Sharing Plan & Trust | KHS America, Inc. | TN | 133 | $9.1M | $30K |
| Hoffman Media, LLC 401(k) Plan | Hoffman Media LLC | AL | 122 | $4.0M | $5,605 |
Questions and answers
How many plans does First Horizon Advisors Inc. serve?
33 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay First Horizon Advisors Inc.?
The median plan reported $88.96 per participant in direct and indirect compensation (33 plans reporting an amount), or 0.28% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (22 plans), Investment management (3 plans), Consulting (general) (3 plans) and Investment advisory (participants) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.