AUMdb

Simmons First National Corporation 401(k) Plan

Sponsored by Simmons First National Corporation · EIN 710407808 · Plan #003

Total assets
$285M
Net assets
$285M
Active participants
2,918
With balances
3,948

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $282,760
Forvis Llp Accounting, Direct payment from the plan $45,811
Newport Trust Company Consulting (general), Insurance brokerage commissions $37,500
Friday Eldredge & Clark Legal, Direct payment from the plan $22,699
National Financial Services Securities brokerage, Securities brokerage commissions $0