Synovus Trust Company
trustee16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18+1 YoYRank #963 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3463
Fees received$749,423Median $31,589/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 Synovus Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Synovus Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Investment advisory (plan)Code 27 | 11 | $33,177 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $25,768 | |
Other feesCode 99 | 2 | $18,813 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Investment management; Trustee (discretionary); Investment management fees paid directly by planCode 15 | 1 | $44,190 | |
Trustee (directed); Trustee (bank, trust company, or similar financial institution); Investment managementCode 21 | 1 | $91,593 | |
Employee (plan); Other servicesCode 30 | 1 | $36,063 |
Competitor overlap
Percent of Synovus 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 Synovus Trust Company.
| Sponsor | From | Assets |
|---|---|---|
ENHANCE THERAPIESNJ · 223321058-001 | United Planners Financial Services | $115M |
Plans lost in 2024
Appeared last year under Synovus Trust Company; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | $644M | 25,947 | $36,063 | 2y | - |
ENHANCE THERAPIESNJ · 223321058-001 | $115M | 9,739 | $79,049 | 1y | 1 |
W.C. BRADLEY CO.GA · 581605660-002 | $106M | 1,219 | $95,000 | 10y | - |
PBC MANAGEMENT, LLCLA · 593294835-001 | $101M | 1,233 | $65,000 | 10y | 1 |
BOARD OF TRUSTEES OF THE NOE ANNUITY PLANTN · 721417592-002 | $88M | 1,917 | $44,359 | 10y | - |
BEASLEY, ALLEN, CROW, METHVIN, PORTIS & MILES, PCAL · 630958760-001 | $63M | 347 | $91,593 | 10y | - |
JOHNSON & JOHNSON, INC.SC · 570189850-001 | $55M | 674 | $25,000 | 9y | - |
FLOURNOY DEVELOPMENT GROUP, LLCGA · 823103114-001 | $27M | 363 | $43,589 | 7y | 1 |
SCHUSTER ENTERPRISES, INC.GA · 581051549-001 | $21M | 395 | $30,000 | 10y | - |
COLLUM'S ADMINISTRATION & MAINTENANCE COMPANY, LLCSC · 010679228-001 | $18M | 170 | $44,190 | 10y | 1 |
Flag exposure
77.8%Market: 89.1%
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 (16)
Raw Schedule C names collapsed into Synovus Trust Company.
- JACQUELYN ALT
- JACQUES FINANCIAL LLC
- JACQUILINE COURTIEN
- SYNOVOUS TRUST COMPANY
- SYNOVUS
- SYNOVUS FINANCIAL CORP.
- SYNOVUS TRUST CO, N.A.
- SYNOVUS TRUST CO, NA
- SYNOVUS TRUST CO.
- SYNOVUS TRUST COMPANY
- SYNOVUS TRUST COMPANY N.A.
- SYNOVUS TRUST COMPANY NA
- SYNOVUS TRUST COMPANY, N
- SYNOVUS TRUST COMPANY, N.A.
- SYNOVUS TRUST COMPANY, NA
- SYNOVUS TRUST COMPANY. N.A.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Synovus 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 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 16.67% | 1.76% | +14.91 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 Synovus 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
Frequent partners by role
Who else shows up on Synovus Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Strategic Advisers | 3 | 16.7% |
| Advised Assets Group, LLC | 2 | 11.1% |
| BankPlus Wealth Management | 1 | 5.6% |
| CAPTRUST | 1 | 5.6% |
| Fischer Investment Strategies | 1 | 5.6% |
| Francisco Partners | 1 | 5.6% |
| Marquette Associates | 1 | 5.6% |
| MC Credit Partners LP | 1 | 5.6% |
| Milliman | 1 | 5.6% |
| NEPC LLC | 1 | 5.6% |