Filings through .
Trustmont Advisory Group
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served7+3 YoYRank #2084 of mapped providers
Assets under administration$1.7B0.0%Rank #6267 by share of filed assets
Fees received$595,011Median $50,000/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Trustmont Advisory Group as recordkeeper and list their funds in their filing.
Plans
1
$28.5M in funds
In collective trusts
0%
average plan
In Trustmont Advisory Group funds
0%
average plan
In index funds
91%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| TIAA (Nuveen) | 1 |
| Nationwide | 1 |
| Vanguard | 1 |
| Fidelity (FMR) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Nuveen Lifecycle Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.