ARGENT TRUST COMPANY
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-3 YoYRank #687 of mapped providers
Assets under administration$14.8B0.0%Market share · rank #884
Fees received$2MMedian $33,813/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ARGENT TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where ARGENT TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 8 | $24,667 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $97,163 | |
Direct payment from the plan; Plan Administrator; Contract AdministratorCode 13 | 2 | $117,619 | |
Trustee (directed)Code 25 | 2 | $43,584 | |
Investment managementCode 28 | 2 | $118,734 | |
Direct payment from the plan; Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Custodial (securities)Code 18 | 1 | $8,954 | |
Recordkeeping fees; Account maintenance fees; Trustee (discretionary); Trustee (individual); Trustee (directed)Code 20 | 1 | $38,354 | |
Other fees; Named fiduciaryCode 31 | 1 | $77,216 |
Competitor overlap
Percent of ARGENT TRUST COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ARGENT TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
RVR, INC.AZ · 861005787-001 | (new plan) | $161M |
DELVE HOLDINGS, INC.WA · 472364366-002 | (new plan) | $14M |
MISSISSIPPI ORGAN RECOVERY AGENCY INC.MS · 582032232-002 | PINNACLE WEALTH LLC | $12M |
Plans lost in 2024
Appeared last year under ARGENT TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
WEST MONROE PARTNERS, INC.IL · 461586202-002 | BDO USA, LLP | $54M |
ENTERTAINMENT PROPERTIES GROUP, INC.TX · 901035810-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $6M |
HELDENFELS ENTERPRISES, INC.TX · 742750036-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $201,925 | 10y | 1 |
WAWA, INC.PA · 210515330-005 | $5.5B | 49,990 | $656,473 | 5y | - |
PROJECT WORLDWIDE, INC.MI · 380695561-003 | $453M | 1,880 | $77,216 | 10y | - |
THE DAVEY TREE EXPERT COMPANYOH · 340176110-004 | $448M | 9,150 | $235,237 | 10y | 1 |
MDSFEST, INC.WI · 391086421-002 | $79M | 3,910 | $27,718 | 8y | - |
HARGROVE HOLDING COMPANY, INC.AL · 881092407-002 | $73M | 2,764 | $38,354 | 2y | - |
HUNT, GUILLOT & ASSOCIATES, LLCLA · 721354146-001 | $60M | 705 | $97,163 | 10y | 1 |
PENMAC STAFFING SERVICES INCMO · 431625388-002 | $54M | 1,640 | $13,611 | 3y | - |
PLAN PROFESSIONALS, LLCNJ · 853213245-325 | $52M | 2,114 | $139,099 | 1y | 2 |
A-Z BUS SALES, INC.CA · 330065644-003 | $51M | 257 | $14,943 | 10y | - |
Flag exposure
95.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into ARGENT TRUST COMPANY.
- AGENT TRUST & COMPANY
- ARGENT
- ARGENT FINANCIAL
- ARGENT INSURANCE
- ARGENT RETIREMENT PLN ADVISORS LLC
- ARGENT TRUST
- ARGENT TRUST CO
- ARGENT TRUST CO.
- ARGENT TRUST COMPANY
- ARGENT TRUST COMPANY NA
- ARGENT TRUST COMPANY, N.A
- ARGENT TRUST COMPANY, N.A.
- ARGENT TRUST COMPANY, NA
- ARGENT WEALTH LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ARGENT TRUST COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 18.18% | 1.76% | +16.42 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ARGENT TRUST COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent