Associated Trust Company — 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, Associated Trust Company is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $198,222 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$198,222
Reported indirect compensation
$0
Total reported compensation
$198,222
Filings
6
Plan sponsors
6
Plans
6
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

Plan sponsors reporting the most compensation to Associated Trust Company
SponsorStatePlansReported compensation
Ariens CompanyWI1$85,000
Tweet-Garot Mechanical, Inc.WI1$35,504
Catholic Financial LifeWI1$27,614
The Board Of Trustees Of The Fox Valley Sheet Metal Health FundWI1$23,112
Quality Truck Care Center, Inc.WI1$16,427
Local 434 Health & Welfare Fund Workers And Service TechsWI1$10,565

State footprint

Plans reporting Associated Trust Company are sponsored in WI (6).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ariens CompanyAriens Company Retirement Savings Plan2023$85,000not reported in the loaded dataset
Tweet-Garot Mechanical, Inc.Tweet-Garot Mechanical, Inc. 401(K) Plan2023$35,504$0
Catholic Financial LifeCatholic Financial Life Pension Plan2023$27,614not reported in the loaded dataset
The Board Of Trustees Of The Fox Valley Sheet Metal Health FundFox Valley Sheet Metal Health Fund2023$23,112not reported in the loaded dataset
Quality Truck Care Center, Inc.Quality Truck Care Center, Inc. Retirement Savings Plan2023$16,427$0
Local 434 Health & Welfare Fund Workers And Service TechsPlumbers, Pipefitters, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust2023$10,565not reported in the loaded dataset

Related Form 5500 pages