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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK5 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $80,001 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,761 |
11 funds of $250K or more; 20 lines in all, holding $10.8M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.6M | 70.2% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $949K | 8.8% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $544K | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $362K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $307K | 2.8% |
| Matthews Emerging Markets Small Companies Fund Manager not matched · Mutual fund | $191K | 1.8% |
| Buffalo International Fund Manager not matched · Mutual fund | $155K | 1.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $153K | 1.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $112K | 1.0% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $105K | 1.0% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).