401k Record

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Trustmark 401(k)

Recordkeeping fees per participant · Trustmark 401(k) Plan · plan year 2024

$60.47

Higher than 65% of the 1,697 plans $250M to 1B that report it.

Source

= $180,921 / 2,992
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731145953NAL0013527346001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731145953NAL0013527346001, received 2025-07-31

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-31.

Cost and contributions

Administrative expenses excluding investment management, per participant

$60.47

10th: $18.52median $67.2190th: $147.71

Higher than 43% of the 2,324 plans $250M to 1B that report it.

Source

= $180,921 / 2,992
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731145953NAL0013527346001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731145953NAL0013527346001, received 2025-07-31

Administrative expenses per participant

$60.47

10th: $27.95median $88.2590th: $203.68

Higher than 28% of the 2,405 plans $250M to 1B that report it.

Source

= $180,921 / 2,992
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731145953NAL0013527346001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731145953NAL0013527346001, received 2025-07-31

Administrative expenses as a share of assets

0.045%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 29% of the 2,407 plans $250M to 1B that report it.

Source

= $180,921 / $397,724,426
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731145953NAL0013527346001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731145953NAL0013527346001, received 2025-07-31

Employer contributions per participant

$3,576

10th: $1,169median $3,07390th: $8,346

Higher than 58% of the 2,457 plans $250M to 1B that report it.

Source

= $10,700,550 / 2,992
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731145953NAL0013527346001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731145953NAL0013527346001, received 2025-07-31

Employer share of total contributions

37.4%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 69% of the 2,459 plans $250M to 1B that report it.

Source

= $10,700,550 / $28,583,081
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731145953NAL0013527346001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731145953NAL0013527346001, received 2025-07-31

Plan terms, as stated in Trustmark Corporation's SEC filings

Employer match

“Eligible participant contributions are matched by the employer at a rate of 100 percent of the first 6 percent of covered compensation.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, contributions · source document

Eligibility

“The Plan provides eligibility for participation in elective deferrals by associates on the first day of the month after one month of employment.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, eligibility · source document

Vesting

“Participants are immediately vested in their voluntary contributions, all employer contributions made on their behalf and the investment earnings and losses thereon.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, vesting · source document

Automatic enrollment

“All newly eligible participants are automatically enrolled in the Plan unless they affirmatively elect not to participate in the Plan or elect to participate at a different rate.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, contributions · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731145953NAL0013527346001, received 2025-07-31

Full record, Trustmark 401(k) Plan

FieldValueSource
Plan sponsorTRUSTMARK CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731145953NAL0013527346001, received 2025-07-31
Plan nameTRUSTMARK 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250731145953NAL0013527346001, received 2025-07-31
Sponsor EIN / plan number64-0471500 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731145953NAL0013527346001, received 2025-07-31
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731145953NAL0013527346001, received 2025-07-31
Sponsor locationJACKSON, MSForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731145953NAL0013527346001, received 2025-07-31
Industry (business code)522110, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731145953NAL0013527346001, received 2025-07-31
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731145953NAL0013527346001, received 2025-07-31
Filing received2025-07-31Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731145953NAL0013527346001, received 2025-07-31
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731145953NAL0013527346001, received 2025-07-31
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250731145953NAL0013527346001, received 2025-07-31
Participants, beginning of year3,396Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731145953NAL0013527346001, received 2025-07-31
Active participants2,487Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731145953NAL0013527346001, received 2025-07-31
Participants, end of year3,149Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731145953NAL0013527346001, received 2025-07-31
Participants with an account balance2,992Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731145953NAL0013527346001, received 2025-07-31
Total assets, beginning of year$384,986,298Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731145953NAL0013527346001, received 2025-07-31
Total assets, end of year$397,724,426Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731145953NAL0013527346001, received 2025-07-31
Net assets, end of year$397,724,426Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731145953NAL0013527346001, received 2025-07-31
Total income$81,467,355Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731145953NAL0013527346001, received 2025-07-31
Net income$12,738,128Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731145953NAL0013527346001, received 2025-07-31
Employer contributions$10,700,550Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731145953NAL0013527346001, received 2025-07-31
Participant contributions$14,776,805Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731145953NAL0013527346001, received 2025-07-31
Other contributions (incl. rollovers)$3,105,726Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731145953NAL0013527346001, received 2025-07-31
Total contributions$28,583,081Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731145953NAL0013527346001, received 2025-07-31
Benefit payments$68,436,911Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731145953NAL0013527346001, received 2025-07-31
Total expenses (incl. benefit payments)$68,729,227Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731145953NAL0013527346001, received 2025-07-31
Total administrative expenses$180,921Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731145953NAL0013527346001, received 2025-07-31
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250731145953NAL0013527346001, received 2025-07-31
Recordkeeping fees$180,921Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731145953NAL0013527346001, received 2025-07-31
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250731145953NAL0013527346001, received 2025-07-31
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250731145953NAL0013527346001, received 2025-07-31
Administrative expenses excluding investment management$180,921derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731145953NAL0013527346001, received 2025-07-31
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250731145953NAL0013527346001, received 2025-07-31
Held in common/collective trusts$173,166,448Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250731145953NAL0013527346001, received 2025-07-31
Held in mutual funds$145,788,288Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731145953NAL0013527346001, received 2025-07-31
Independent auditorBAKER TILLY US, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731145953NAL0013527346001, received 2025-07-31

Position = column in the DOL layout for form year 2024. Filing 20250731145953NAL0013527346001, received 2025-07-31.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANY OrecordkeeperRECORDKEEPER 64 Recordkeeping fees $189,330yes
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $26,179no
CHARLES SCHWABOTHER 33 Securities brokerage $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250731145953NAL0013527346001, received 2025-07-31.

What changed since the 2023 plan year

Figure20232024Change
Total assets$384,986,298$397,724,4263.3%
Participants with a balance3,1632,992-5.4%
Administrative expenses$130,456$180,92138.7%
Recordkeeping fees per participant$41.24$60.4746.6%
Employer contributions$10,814,601$10,700,550-1.1%

Prior filing 20240729133353NAL0019379105001, received 2024-07-29; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: TRUSTMARK CORPORATION; SEC registrant: TRUSTMARK CORP (CIK 36146, matched by EIN; display name from the Form 11-K cover).