Marty Rowe signed Cadence Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cadence Bank's EIN is 64-0117230.
Download the official 2024 Form 5500 (PDF) for Cadence Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cadence Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$285K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $163K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Mutual fund | Mutual Funds | — | $434K | $98.6M | 12.1% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | $300K | $61.2M | 7.5% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | $3.4M | $55.0M | 6.7% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | $2.8M | $48.6M | 6.0% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | $2.4M | $40.3M | 4.9% | |
| MIP II CL 2 stable value fund | Common Collective Trusts | — | $40.2M | $40.2M | 4.9% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $37.9M | 4.6% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | $2.1M | $37.3M | 4.6% | |
| Federated MDT Large Cap Value Fund Institutional Shares Mutual fund | Other securities | — | $1.2M | $37.1M | 4.5% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | $2.3M | $35.8M | 4.4% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | $1.8M | $32.6M | 4.0% | |
| Fidelity Total Bond Fund Mutual fund | Mutual Funds | — | $3.3M | $31.0M | 3.8% | |
| T. Rowe Price Mid-Cap Growth Fund-Adv Mutual fund | Other securities | — | $214K | $21.4M | 2.6% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | $1.4M | $21.3M | 2.6% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | $1.1M | $18.8M | 2.3% | |
| BrokerageLink Self-directed brokerage | Self-Directed Brokerage | — | $17.9M | $17.9M | 2.2% | |
| January 1, 2025 – * Participant loans *** Loans to participants — 3.25-9.50 September 30, 2031 | Participant loans | — | — | $17.8M | 2.2% | |
| Fidelity Balanced Mutual fund | Mutual Funds | — | $546K | $16.1M | 2.0% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | $805K | $15.1M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | $413K | $13.9M | 1.7% | |
| John Hancock Funds International Growth R6 Mutual fund | Other securities | — | $438K | $11.9M | 1.5% | |
| John Hancock Funds Disciplined Value International R6 Mutual fund | Other securities | — | $804K | $10.4M | 1.3% | |
| Lord Abbett Short Duration Income Fund R5 Mutual fund | Mutual Funds | — | $2.5M | $9.6M | 1.2% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | $327K | $9.1M | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap R4 Mutual fund | Other securities | — | $311K | $8.4M | 1.0% | |
| FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares Mutual fund | Other securities | — | $152K | $7.2M | 0.9% | |
| Franklin Mutual Global Discovery Fund-Class Z Mutual fund | Mutual Funds | — | $243K | $7.0M | 0.9% | |
| MFS Global Growth R6 Mutual fund | Mutual Funds | — | $109K | $7.0M | 0.9% | |
| Vanguard Wellesley Income Fund Mutual fund | Mutual Funds | — | $112K | $6.7M | 0.8% | |
| Neuberger Berman Genesis Fund TR CL Mutual fund | Other securities | — | $102K | $6.6M | 0.8% | |
| Vanguard Small Cap Value Index Fund Institutional Mutual fund | Common Collective Trusts | — | $104K | $5.0M | 0.6% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | $291K | $4.2M | 0.5% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | $260K | $3.7M | 0.5% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | $63K | $967K | 0.1% | |
| FIMM MMKT Money market fund | Cash / Money Market | — | $183K | $183K | <0.1% | |
| FIMM Govt CL 1 Money market fund | Cash / Money Market | — | $44K | $44K | <0.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
