CADENCE BANK
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-2 YoYRank #1326 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2967
Fees received$258,619Median $24,859/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 CADENCE BANK plan look like?
Service mix · median fees per plan
Count of plans where CADENCE BANK 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)Code 21 | 3 | $26,716 | |
Other services; Other commissions; Other feesCode 49 | 3 | $3,820 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $39,673 | |
Investment management fees paid directly by planCode 51 | 1 | $36,596 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of CADENCE BANK'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 CADENCE BANK.
| Sponsor | From | Assets |
|---|---|---|
NEWPORT GROUP, INC.CA · 272037969-002 | NEWPORT GROUP, INC. | $206M |
Plans lost in 2024
Appeared last year under CADENCE BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
HATTIESBURG MEDICAL PARK MANAGEMENTMS · 640604714-001 | PRINCIPAL LIFE INSURANCE COMPANY | $9M |
HOMESTRETCH, INC.MS · 464196597-001 | EPIC RETIREMENT PLAN SERVICES | $9M |
AMERICAN FURNITURE MANUFACTURING, INC.MS · 721360017-001 | PRINCIPAL LIFE INSURANCE COMPANY | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WILLIS-KNIGHTON MEDICAL CENTERLA · 720400933-001 | $1.1B | 11,259 | $0 | 3y | - |
NORTH MISSISSIPPI HEALTH SERVICES, INC.MS · 640653269-001 | $492M | 4,868 | $62,950 | 2y | - |
NEWPORT GROUP, INC.CA · 272037969-002 | $206M | 12,631 | $24,376 | 1y | 2 |
BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUNDNY · 135635004-001 | $165M | 1,823 | $36,596 | 2y | - |
ELLIOTT ELECTRIC SUPPLY, INC.TX · 751423734-001 | $117M | 2,785 | $6,056 | 4y | 1 |
STEIN & ASSOCIATES, LLCAR · 640913971-001 | $41M | 1,146 | $54,970 | 3y | - |
HOUSTON METRO UROLOGY, P.A.TX · 204473802-001 | $41M | 175 | $25,341 | 3y | - |
WHOLESALE ELECTRIC SUPPLY CO., INC.TX · 751102645-001 | $24M | 547 | $26,716 | 2y | - |
ETECHTX · 453237969-001 | $11M | 901 | $1,584 | 3y | - |
NEWK'S HOLDING COMPANY, LLCMS · 202221622-001 | $6M | 368 | $20,030 | 3y | 1 |
Flag exposure
100.0%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 (6)
Raw Schedule C names collapsed into CADENCE BANK.
- CADENCE BANK
- CADENCE CAPITAL
- CADENCE INSURANCE
- CADENCE INSURANCE INC
- CADENCE INSURANCE INC.
- CADENCE INSURANCE, INC.
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 CADENCE BANK'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 | 1 | 10.00% | 26.94% | -16.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 20.00% | 1.76% | +18.24 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 CADENCE BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent