AUMdb

Trustmark 401(k) Plan

Sponsored by Trustmark Corporation · EIN 640471500 · Plan #002

Total assets
$398M
Net assets
$398M
Active participants
2,487
With balances
2,992

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $189,330
Empower Advisory Group, Llc Investment management $26,179
Charles Schwab Securities brokerage $0