Plan Snapshot
- Plan Sponsor: Bancplus Corporation
- Sponsor EIN: 640655312
- Sponsor Address: 1068 HIGHLAND COLONY PKWY, RIDGELAND, MS, 39157
- Plan Type: 401(k)
- Total Participants: 1,064
- Total Assets: $164.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,064 | $164.7M | $4.4M | $5.9M |
| 2023 | 1,110 | $143.8M | $4.2M | $6.0M |
| 2022 | 1,100 | $148.1M | $4.3M | $5.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $119,147 | — | — | — | — |
| 2023 | $99,227 | — | — | — | — |
| 2022 | $87,919 | $87,919 | — | — | — |