Plan Snapshot
- Plan Sponsor: Simmons First National Corporation
- Sponsor EIN: 710407808
- Sponsor Address: 501 MAIN STREET, PINE BLUFF, AR, 71601
- Plan Type: 401(k)
- Total Participants: 2,918
- Total Assets: $285.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,918 | $285.3M | $13.3M | $14.4M |
| 2023 | 2,974 | $250.2M | $11.1M | $15.0M |
| 2022 | 3,190 | $222.7M | $13.1M | $14.4M |
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 | $45,811 | — | $45,811 |
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: $45,811
- Estimated Expense Ratio: 0.016% 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 | $388,770 | $37,500 | — | $45,811 | — |
| 2023 | $373,995 | $50,000 | — | $14,700 | — |
| 2022 | $384,890 | $52,500 | — | — | $51,078 |