Plans listing this provider
98
0.17% of the 56,420 plans with Schedule H financials; 110 in 2023
Providers › American Trust Company
American Trust Company
- Service provider, as named on Schedule C
- EIN 620951563
- Plan year 2024
- Direct compensation reported $3,993,469
Assets of those plans
$2,093,494,138
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
92
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$103.88
across 89 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 89 |
| 24 | Trustee (discretionary) | 69 |
| 13 | Contract administrator | 65 |
| 50 | Direct payment from the plan | 65 |
| 17 | Consulting (pension) | 64 |
| 37 | Participant loan processing | 58 |
| 63 | Distribution (12b-1) fees | 55 |
| 65 | Account maintenance fees | 47 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| GMG Employees Savings Planrecordkeeper | Garber Management Group | $126,451,270 | 2,614 | $195,185 |
| Horne LLP Profit Sharing Planrecordkeeper | Horne | $107,758,758 | 1,901 | $142,441 |
| Lechase Companies 401(k) Salary Savings Trustrecordkeeper | Lechase Construction Services | $100,913,657 | 674 | $125,795 |
| Ttai 401(k) Planrecordkeeper | Toyotetsu America | $89,916,938 | 2,387 | $188,548 |
| Dupaco Community Credit Union Salary Savings Planrecordkeeper | Dupaco Community Credit Union | $77,980,549 | 683 | $172,856 |
| Pike Companies Limited 401(k) Savings and Profit Sharing Planrecordkeeper | Pike Construction Services | $76,031,218 | 446 | $60,849 |
| One Anesthesia 401(k) Profit Sharing Planrecordkeeper | One Anesthesia | $69,798,688 | 140 | $106,102 |
| Ascentek Services, LLC 401(k) Planrecordkeeper | Ascentek Services | $67,779,374 | 977 | $112,765 |
| Mathiowetz Construction Company Retirement Planrecordkeeper | Mathiowetz Construction | $65,945,634 | 229 | $61,866 |
| Atria Wealth Solutions 401(k) Planrecordkeeper | Atria Wealth Solutions | $57,044,274 | 832 | $9,860 |
| Kirby Medical Center 401(k) Planrecordkeeper | Kirby Medical Center | $42,426,525 | 410 | $146,980 |
| Sonoma Marin 401(k) Planrecordkeeper | Marin Sanitary Service | $40,729,752 | 208 | $121,598 |
| Wesleylife 401(k) Profit Sharing Planrecordkeeper | Wesleylife | $38,766,234 | 2,595 | $60,099 |
| The Phillips Corporation Retirement Planrecordkeeper | Phillips | $36,750,403 | 365 | $7,957 |
| Fuji Vegetable Oil, Inc. 401(k) Planrecordkeeper | Fuji Vegetable Oil | $30,338,732 | 204 | $70,539 |
| Mortgage Investors Group 401(k) Retirement Planrecordkeeper | Mortgage Investors Group | $30,167,277 | 351 | $90,891 |
| Gower Corporation 401(k) Profit Sharing Planrecordkeeper | Gower | $30,039,401 | 209 | $43,428 |
| Solomon Colors, Inc. Salary Deferral Planrecordkeeper | Solomon Colors | $29,154,357 | 237 | $40,703 |
| Hope Haven, Inc. 403(b) Retirement Planrecordkeeper | Hope Haven | $26,179,460 | 399 | $29,537 |
| Fox Valley Surgical Associates Ltd 401k Planrecordkeeper | Fox Valley Surgical Associates | $25,536,290 | 143 | $9,784 |
| Orthopedic & Sports Institute of the Fox Valley SC 401(k) Profit Sharing Planrecordkeeper | Orthopedic & Sports Institute of the Fox Valley SC | $25,483,849 | 142 | $6,957 |
| One Call Concepts, Inc. 401k Planrecordkeeper | One Call Concepts | $24,510,474 | 202 | $27,107 |
| Eisman & Russo, Inc. 401(k) Profit Sharing Planrecordkeeper | Eisman & Russo | $24,228,386 | 123 | $25,237 |
| Metro City Bank Section 401(k) Profit Sharing Planrecordkeeper | Metro City Bank | $24,039,788 | 262 | $15,085 |
| Health Help, Inc. Profit Sharing Plan and Trustrecordkeeper | Health Help | $24,004,881 | 423 | $109,901 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.