Associated Trust, N.A. — 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, N.A. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $162,272 and reported indirect compensation totals $0.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Associated Trust, N.A.. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Associated Trust, N.A. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Associated Trust, N.A. are sponsored, by plan count.
- 1Green Bay, WI2 plan(s)
- 2Rochester, MN1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
- 2Ability Building Center, Inc., MN · Direct $37.9K · Indirect $0 · 2023
- 3Bay Area Lutheran Homes, Inc., WI · Direct $19.7K · Indirect $0 · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Associated Trust, N.A.?
- Public Form 5500 Schedule C filings report compensation paid to Associated Trust, N.A. as a plan service provider. Across loaded filings, total reported compensation is $162,272.
- How many plans report Associated Trust, N.A. as a service provider?
- Associated Trust, N.A. appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Acp Creativit, LLC 401(K) Plan (plan 001)
- Acp Creativit, LLC — all reported plans
- Ability Building Center 403(B) Retirement Savings Plan (plan 001)
- Ability Building Center, Inc. — all reported plans
- Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan (plan 001)
- Bay Area Lutheran Homes, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources