Original filing (PDF)20251014144429NAL0006393010001

Simmons First National Corporation

Name: Simmons First National Corporation — Simmons First, Form 5500 (2024)
Creator: Simmons First National Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Simmons First National Corporation 401(k) Plan

401(k) retirement plan · Simmons First National Corporation's Simmons First National Corporation 401(k) Plan held $285.3M in plan assets for 2,918 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

17% employer stock

Active participants

2,918

Accounts w/ balance

3,948

Plan assets (EOY)

$285.3M

Net assets (EOY)

$285.3M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMMONS FIRST NATIONAL CORPORATION.

Plan sponsor

Name

SIMMONS FIRST NATIONAL CORPORATION

EIN

71-0407808all filings

Address

501 MAIN STREET · PINE BLUFF, AR · 71601

Phone

(870) 541-1061

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Name

SIMMONS FIRST NATIONAL BANK

EIN

71-0494186

City

PINE BLUFF, AR

Phone

(870) 541-1137

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$283K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	INVESTMENT ADVISOR	$38K	—

Investments

38 direct securities · 1 pooled fund· $338.1M(100% of reported assets)

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.

Other securities

$178.4M

12 holdings

Common Stocks

$60.7M

4 holdings

Mutual Funds

$52.2M

17 holdings

Common Collective Trusts

$25.3M

2 holdings

Common Collective Trust

$10.8M

1 holding

Bonds / Notes

$6.8M

1 holding

U.S. Treasuries

$3.6M

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$63.3M T. Rowe Price$59.3M American Funds (Capital Group)$32.9M Goldman Sachs$25.3M PIMCO$6.7M MassMutual / MML$6.5M State Street / SPDR$180K

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					% of plan
Columbia Dividend Income Institutional	Other securities	—	$1.0M	$34.2M	12.0%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund	Other securities	—	$181K	$33.8M	11.8%
Federated Investors, Inc. Federated Total Return Bond Institutional	Common Stocks	—	$2.7M	$25.4M	8.9%
Federated Hermes Ttl Rtrn Bd IS	Other securities	—	—	$25.4M	8.9%
Goldman Sachs Goldman Sachs U.S. Equity Insights Institutional	Other securities	—	$383K	$25.3M	8.9%
American Funds American Funds EuroPacific Growth Fund	Mutual Funds	—	$421K	$22.6M	7.9%
Federated Hermes Govt Oblg Premier	Other securities	—	—	$18.9M	6.6%
Federated Investors, Inc. Federated Government Obligations Fund Institutional	Common Stocks	—	$18.9M	$18.9M	6.6%
Vanguard Total Stock Mkt Idx Instl	Common Collective Trusts	—	$125K	$17.7M	6.2%
T. Rowe Price T. Rowe Price Mid-Cap Value Fund	Other securities	—	$459K	$14.7M	5.1%
Simmons First National Corporation Common Stock	Common Stocks	—	$626K	$13.9M	4.9%
Vanguard Short-term Investment Grade Fund Adm	Mutual Funds	—	$1.2M	$12.8M	4.5%
T. ROWE PRICE US MID CAP GROWTH EQ T. ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	—	$237K	$10.8M	3.8%
Vanguard Total Intl Stock Idx Instl	Common Collective Trusts	—	$60K	$7.6M	2.7%
between January 2025 and December 2039	Other securities	—	—	$7.5M	2.6%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$6.8M	2.4%
MassMutual Small Cap Growth Equity Fund	Other securities	—	$418K	$6.5M	2.3%
Columbia Small Cap Value Institutional	Other securities	—	$380K	$5.5M	1.9%
Federated Investors, Inc. Federated UltraShort Bond Institutional	U.S. Treasuries	—	$386K	$3.6M	1.3%
Federated Hermes UltraSh Bd A	Other securities	—	—	$3.6M	1.3%
PIMCO Intl Bd (USD-Hdg) A	Mutual Funds	—	—	$3.3M	1.2%
PIMCO International Bond Fund A	Mutual Funds	—	$337K	$3.3M	1.2%
Federated Investors, Inc. Federated Institutional High Yield Bond Fund	Common Stocks	—	$279K	$2.5M	0.9%
Cohen & Steers Cohen & Steers Real Estate Securities A	Other securities	—	$145K	$2.3M	0.8%
American Funds American Funds New World	Mutual Funds	—	$30K	$2.3M	0.8%
American Funds American Funds 2045 Target Date Retire	Mutual Funds	—	$82K	$1.7M	0.6%
American Funds American Funds 2035 Target Date Retire	Mutual Funds	—	$69K	$1.3M	0.5%
American Funds American Funds 2040 Target Date Retire	Mutual Funds	—	$59K	$1.2M	0.4%
American Funds American Funds 2050 Target Date Retire	Mutual Funds	—	$53K	$1.1M	0.4%
American Funds American Funds 2055 Target Date Retire	Mutual Funds	—	$31K	$809K	0.3%
American Funds American Funds 2030 Target Date Retire	Mutual Funds	—	$46K	$796K	0.3%
TCW Emerging Markets Income Fund	Other securities	—	$91K	$760K	0.3%
American Funds American Funds 2060 Target Date Retire	Mutual Funds	—	$20K	$366K	0.1%
American Funds American Funds 2025 Target Date Retire	Mutual Funds	—	$14K	$215K	<0.1%
State Street Bank & Trust Interest Bearing Cash N/A	Cash / Money Market	—	—	$180K	<0.1%
American Funds American Funds 2065 Trgt Dt Ret R6	Mutual Funds	—	$9K	$153K	<0.1%
American Funds American Funds 2010 Target Date Retire	Mutual Funds	—	$10K	$122K	<0.1%
American Funds American Funds 2020 Target Date Retire	Mutual Funds	—	$5K	$72K	<0.1%
American Funds American Funds 2015 Target Date Retire 194	Mutual Funds	—	—	$2K	<0.1%

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