PlanOptica

Filings through .

Argent Trust Company

Matched across 12 name variants in the filings

Argent Trust Company summary

Argent Trust Company appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $16.7B in assets for 101,292 participants. The median client plan holds $63.1M. Most client plans are sponsored in LA, MO and VA. The largest clients by plan assets are HDR, Inc., Wawa, Inc. and Project Worldwide, Inc.. Plans reported $1.8M in direct and indirect compensation paid to Argent Trust Company. The median is $44K per plan.

Participants
101,292
Median plan assets
$63.1M
Median plan participants
825
Median fees per plan
$44K
Schedule C direct + indirect

Top 20 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • LA3 plans
  • MO2 plans
  • VA2 plans
  • WI2 plans
  • AL1 plan

Frequently asked questions

Who uses Argent Trust Company?
20 retirement plans list Argent Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include HDR, Inc., Wawa, Inc., Project Worldwide, Inc., The Davey Tree Expert Company and Gray, Inc.. Most client plans are sponsored in LA, MO and VA.
How many plans does Argent Trust Company serve?
Argent Trust Company serves 20 retirement plans with $16.7B in plan assets and 101,292 participants, based on the latest Form 5500 filings through 2024.
What does Argent Trust Company charge?
Plans reported $1.8M in total Schedule C compensation paid to Argent Trust Company. The median plan paid $44K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served20-6 YoYRank #717 of mapped providers
Assets under administration$16.7B0.0%Rank #877 by share of filed assets
Fees received$2MMedian $44,373/planSum across Schedule C direct + indirect
Net wins YoY-33 won - 6 lostPlan-level switch detection

See full Argent Trust Company analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets