Filings through .
Renasant Bank
Matched across 1 name variant in the filings
Renasant Bank summary
Renasant Bank appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $253M in assets for 6,888 participants. The median client plan holds $12.4M. Most client plans are sponsored in MS, TN and AL. The largest clients by plan assets are Truckworx, Inc, Marathon Electrical Contractors, LLC and Watkins, Ward & Stafford, PLLC. Plans reported $1.2M in direct and indirect compensation paid to Renasant Bank. The median is $59K per plan.
- Participants
- 6,888
- Median plan assets
- $12.4M
- Median plan participants
- 381
- Median fees per plan
- $59K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Truckworx, Inc | AL | $35.7M | 579 |
| Marathon Electrical Contractors, LLC | AL | $34.2M | 581 |
| Watkins, Ward & Stafford, PLLC | MS | $28.6M | 167 |
| Harrow, Inc. | TN | $19.8M | 354 |
| Summitmedia, LLC | AL | $19.3M | 254 |
| Auto Parts Manufacturing Mississippi | MS | $14.2M | 540 |
| Bakotic Pathology Associates, LLC | GA | $13.9M | 240 |
| Winston County Medical Foundation | MS | $13.0M | 407 |
| Corporate Flight Management, Inc. | TN | $12.9M | 852 |
| Columbus Orthopaedic Clinic, P.A. | MS | $11.9M | 158 |
| Strata Pathology Services, Inc. | MA | $10.6M | 124 |
| Eagle Aviation Columbia, LLC | SC | $9.8M | 116 |
| Porter-Leath | TN | $6.9M | 458 |
| Buddy Moore Trucking, Inc. | AL | $6.1M | 413 |
| Mid-Cumberland Community Action Agency, Inc. | TN | $5.0M | 290 |
| D & H Company | MS | $5.0M | 577 |
| Hutton Real Estate Services, Inc. | TN | $4.7M | 646 |
| Royal Trucking Company | MS | $2.1M | 132 |
- Truckworx, Inc$35.7MALParticipants 579
- ALParticipants 581
- MSParticipants 167
- Harrow, Inc.$19.8MTNParticipants 354
- Summitmedia, LLC$19.3MALParticipants 254
- MSParticipants 540
- GAParticipants 240
- MSParticipants 407
- TNParticipants 852
- MSParticipants 158
- MAParticipants 124
- SCParticipants 116
- Porter-Leath$6.9MTNParticipants 458
- ALParticipants 413
- TNParticipants 290
- D & H Company$5.0MMSParticipants 577
- TNParticipants 646
- MSParticipants 132
Top client states
- MS6 plans
- TN5 plans
- AL4 plans
- GA1 plan
- MA1 plan
Frequently asked questions
- Who uses Renasant Bank?
- 18 retirement plans list Renasant Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Truckworx, Inc, Marathon Electrical Contractors, LLC, Watkins, Ward & Stafford, PLLC, Harrow, Inc. and Summitmedia, LLC. Most client plans are sponsored in MS, TN and AL.
- How many plans does Renasant Bank serve?
- Renasant Bank serves 18 retirement plans with $253M in plan assets and 6,888 participants, based on the latest Form 5500 filings through 2024.
- What does Renasant Bank charge?
- Plans reported $1.2M in total Schedule C compensation paid to Renasant Bank. The median plan paid $59K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served18+1 YoYRank #909 of mapped providers
Assets under administration$253M0.0%Rank #7123 by share of filed assets
Fees received$1MMedian $58,715/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection
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