Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SEDGWICK 401(K) SAVINGS PLAN | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC., TN | $2.2B | 32,276 |
| ADAMS KEEGAN RETIREMENT SAVINGS PLAN | ADAMS KEEGAN INC., TN | $550M | 30,254 |
| SYLVAMO SAVINGS PLAN | SYLVAMO NORTH AMERICA, LLC, TN | $415M | 1,805 |
| BULAB PROFIT SHARING AND 401(K) PLAN | BULAB HOLDINGS, INC., TN | $185M | 453 |
| YOUTH VILLAGES RETIREMENT PLAN | YOUTH VILLAGES, INC., TN | $146M | 3,576 |
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