Plan Snapshot
- Plan Sponsor: Renasant Bank
- Sponsor EIN: 640220550
- Sponsor Address: 209 TROY STREET, TUPELO, MS, 38804
- Plan Type: 401(k)
- Total Participants: 2,310
- Total Assets: $320.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,310 | $320.2M | $7.6M | $14.0M |
| 2023 | 2,392 | $295.6M | $6.8M | $13.4M |
| 2022 | 2,362 | $260.6M | $7.0M | $12.9M |
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 |
|---|---|---|---|---|
| HORNE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE 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 | $245,922 | $19,900 | — | — | — |
| 2023 | $187,469 | $3,641 | — | $166,244 | — |
| 2022 | $309,213 | — | $309,213 | — | — |