American Trust Retirement — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, American Trust Retirement is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $108,889 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $108,889
- Reported indirect compensation
- $0
- Total reported compensation
- $108,889
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Midwestone Financial Group, Inc. | IA | 1 | $45,729 |
| Gadabout, Inc. | AZ | 1 | $26,482 |
| Trirx Shawnee LLC | CT | 1 | $20,456 |
| Montauk Bus Service, Inc. | NY | 1 | $8,150 |
| Cedar Grove Warehouse Inc | WI | 1 | $8,072 |
State footprint
Plans reporting American Trust Retirement are sponsored in AZ (1), CT (1), IA (1), NY (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Midwestone Financial Group, Inc. | Midwestone Financial Group, Inc. Employee Stock Ownership Plan | 2023 | $45,729 | $0 |
| Gadabout, Inc. | Gadabout, Inc. 401k Profit Sharing Plan | 2023 | $26,482 | not reported in the loaded dataset |
| Trirx Shawnee LLC | Trirx Shawnee Pharmaceutical Services 401(K) Plan | 2023 | $20,456 | $0 |
| Montauk Bus Service, Inc. | The North Fork Express/Montauk Bus Companies 401(K) Savings Plan | 2023 | $8,150 | not reported in the loaded dataset |
| Cedar Grove Warehouse Inc | Cedar Grove Warehouse Inc 401(K) Plan | 2023 | $8,072 | not reported in the loaded dataset |
Related Form 5500 pages
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan (plan 001)
- Midwestone Financial Group, Inc. — all reported plans
- Gadabout, Inc. 401k Profit Sharing Plan (plan 001)
- Gadabout, Inc. — all reported plans
- Trirx Shawnee Pharmaceutical Services 401(K) Plan (plan 002)
- Trirx Shawnee LLC — all reported plans
- The North Fork Express/Montauk Bus Companies 401(K) Savings Plan (plan 001)
- Montauk Bus Service, Inc. — all reported plans
- Cedar Grove Warehouse Inc 401(K) Plan (plan 001)
- Cedar Grove Warehouse Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources