Providers › Associated Trust Company, N.A.

Associated Trust Company, N.A.

Service provider, as named on Schedule C
EIN 300219031
Plan year 2024
Direct compensation reported $8,530,246

Plans listing this provider

107

0.19% of the 56,420 plans with Schedule H financials; 111 in 2023

Assets of those plans

$4,761,835,552

0.06% of all Schedule H plan assets

Plans where it is the recordkeeper

107

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Median direct compensation per participant, as recordkeeper

$227.05

across 105 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
50	Direct payment from the plan	107
38	Participant communication	107
15	Recordkeeping and information management	106
64	Recordkeeping fees	106
17	Consulting (pension)	97
70	Consulting fees	97
24	Trustee (discretionary)	91
28	Investment management	89

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Associated Banc-corp 401(k) and Employee Stock Ownership Planrecordkeeper	Associated Banc-corp	$866,100,241	6,067	$298,197
Green Bay Packaging, Inc. Savings and Protection Planrecordkeeper	Green Bay Packaging	$319,855,827	1,773	$34,245
Baycare Clinic 401(k) Retirement Savings Planrecordkeeper	Baycare Clinic	$315,683,900	1,288	$292,438
KI 401(k) Savings Planrecordkeeper	Krueger International	$298,425,327	2,590	$727,849
Belgioioso Cheese, Inc. 401(k) Profit Sharing Planrecordkeeper	Belgioioso Cheese	$190,735,654	1,304	$309,083
Belmark Employees' Retirement Savings Plan and Trustrecordkeeper	Belmark	$184,242,444	1,635	$189,155
Foth & Van Dyke, LLC 401(k) Retirement Savings Planrecordkeeper	Foth & Van Dyke	$177,769,571	818	$80,505
Lakeside Foods, Inc. Retirement Planrecordkeeper	Lakeside Foods	$113,727,306	1,921	$343,368
Skyward, Inc. 401(k) Planrecordkeeper	Skyward	$106,452,005	725	$178,756
Bergstrom Corporation 401(k) Planrecordkeeper	Bergstrom	$105,889,652	1,560	$259,556
Fincantieri Marine Group 401(k) Retirement Planrecordkeeper	Manitowoc Marine Group	$95,728,797	1,311	$175,614
Zilber Ltd. Employee Savings Planrecordkeeper	Zilber	$81,959,063	297	$22,911
Bay Family of Companies 401k Planrecordkeeper	Aws/gb	$80,074,891	590	$215,136
Serigraph, Inc. 401(k) Savings Planrecordkeeper	Serigraph	$79,154,938	535	$55,429
Savings & Protection Plan for Plant Employees of Green Bay Packaging Inc.recordkeeper	Green Bay Packaging	$76,764,575	854	$22,601
Derse, Inc. Retirement Savings Planrecordkeeper	Derse	$72,232,547	624	$140,716
Alta Resources Corp 401(k) Savings & Retirement Planrecordkeeper	Alta Resources	$66,256,291	1,412	$192,516
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Planrecordkeeper	Omega Enterprises	$46,697,651	203	$118,514
Wausau Tile Retirement & Savings Planrecordkeeper	Wausau Tile	$41,103,961	353	$69,658
Western States Employee 401(k) Retirement Savings Planrecordkeeper	Western States Envelope	$40,973,790	329	$76,910
Kriete Group Retirement Savings Planrecordkeeper	Kriete Truck Center Milwaukee	$39,439,461	553	$110,675
Merrill Steel 401(k) Planrecordkeeper	Merrill Iron & Steel	$39,205,415	493	$118,750
Keller, Inc. 401(k) Retirement Savings Planrecordkeeper	Keller	$37,646,056	312	$78,249
Metalcraft of Mayville Individuals Bargaining 401(k) Planrecordkeeper	Metalcraft of Mayville	$36,385,596	349	$110,154
ACP Creativit, LLC 401(k) Planrecordkeeper	ACP Creativit	$33,238,533	382	$112,835

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.