Plan Snapshot
- Plan Sponsor: Hancock Whitney Corporation
- Sponsor EIN: 640693170
- Sponsor Address: HANCOCK WHITNEY PLAZA, GULFPORT, MS, 39501
- Plan Type: DB
- Total Participants: 1,476
- Total Assets: $734.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,476 | $734.5M | $0 | $0 |
| 2023 | 1,627 | $745.8M | $0 | $0 |
| 2022 | 1,723 | $700.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGMT | Other Service Provider | $349,720 | — | $349,720 |
| USI CONSULTING GROUP | Other Service Provider | $342,253 | — | $342,253 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $340,110 | — | $340,110 |
| WELLINGTON TRUST | Other Service Provider | $309,845 | — | $309,845 |
| WILSHIRE ADVISORS, LLC | Recordkeeper | $213,757 | — | $213,757 |
| JONES WALKER, LLP | Other Service Provider | $91,697 | — | $91,697 |
| EISNERAMPER LLP | Auditor | $22,400 | — | $22,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE ADVISORS, LLC — Recordkeeper
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,669,782
- Estimated Expense Ratio: 0.227% of plan assets
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 | $2,178,105 | $1,213,432 | $269,134 | $22,400 | — |
| 2023 | $1,950,742 | $1,027,027 | — | $23,400 | — |
| 2022 | $1,500,796 | $657,623 | — | — | $388,653 |