Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK4 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $40,538 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,863 |
8 funds of $250K or more; 12 lines in all, holding $4.8M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.0M | 83.3% |
| Renasant Bank Federated Hermes · Stable value Stable value | $389K | 8.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $114K | 2.4% |
| JP Morgan Growth Advantage JPMorgan · Other | $109K | 2.3% |
| Vanguard Large Cap Index Vanguard · Mutual fund IndexPossible retail class A | $73K | 1.5% |
| Buffalo International Manager not matched · Other | $33K | 0.7% |
| Federated Hermes MDT Lg Cap Growth Federated Hermes · Other | $33K | 0.7% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund Possible retail class A | $29K | 0.6% |
| Undiscovrd Mgrs Behavioral Val Manager not matched · Other | $9K | 0.2% |
| MFS Mid Cap Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $7K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.