TRUSTMARK NATIONAL BANK
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1441 of mapped providers
Assets under administration$405M0.0%Market share · rank #5324
Fees received$613,884Median $52,806/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 TRUSTMARK NATIONAL BANK plan look like?
Service mix · median fees per plan
Count of plans where TRUSTMARK NATIONAL BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Investment advisory (plan)Code 25 | 4 | $73,863 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $35,789 | |
Investment advisory (participants); Recordkeeping fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $185,998 | |
Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Investment advisory (participants); Custodial (securities); Participant loan processingCode 19 | 1 | $34,962 | |
Securities brokerage commissions and fees; Investment management; Securities brokerage; Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $40,777 |
Competitor overlap
Percent of TRUSTMARK NATIONAL 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 TRUSTMARK NATIONAL BANK.
| Sponsor | From | Assets |
|---|---|---|
LANGSTON COMPANIES, INC.TN · 620442511-001 | BURLEIGH CONSULTING GROUP | $4M |
TREND CONSULTANTS, LLCMS · 200038386-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under TRUSTMARK NATIONAL BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
ADVANCED HEALTHCARE MANAGEMENT, INC.MS · 200284424-001 | ELEMENT WEALTH LLC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE YATES COMPANIES, INC.MS · 640893270-001 | $154M | 4,138 | $185,998 | 10y | - |
YATES SERVICES, LLCMS · 680523908-002 | $92M | 2,826 | $118,849 | 10y | - |
PUCKETT MACHINERY COMPANYMS · 640395517-001 | $51M | 578 | $64,687 | 9y | - |
JACKSON HEART CLINIC, P.A.MS · 640528954-001 | $42M | 176 | $40,777 | 4y | - |
JOHN W. STONE OIL DISTRIBUTOR, L.L.C.LA · 721322067-002 | $28M | 388 | $52,806 | 7y | - |
UPCHURCH COMPANIES RETIREMENT, LLCMS · 850974239-001 | $17M | 485 | $83,039 | 5y | 2 |
T. R. MILLER MILL COMPANY, INC.AL · 630141530-002 | $15M | 261 | $34,962 | 10y | - |
LANGSTON COMPANIES, INC.TN · 620442511-001 | $5M | 223 | $18,771 | 2y | 2 |
TREND CONSULTANTS, LLCMS · 200038386-001 | $2M | 1,063 | $13,995 | 1y | 2 |
Flag exposure
66.7%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 (3)
Raw Schedule C names collapsed into TRUSTMARK NATIONAL BANK.
- TRUSTMARK
- TRUSTMARK NATIONAL BANK
- TRUSTMARK WEALTH MANAGEMENT
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 TRUSTMARK NATIONAL 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 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 3 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 22.22% | 1.76% | +20.46 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 TRUSTMARK NATIONAL 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