401k Record

Employers › Associated Banc-corp

Associated Banc-corp 401(k)

Recordkeeping fees per participant · Associated Banc-corp 401(k) and Employee Stock Ownership Plan · plan year 2024

$27.18

Higher than 23% of the 1,697 plans $250M to 1B that report it.

Source

= $164,886 / 6,067
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707083343NAL0003563217002, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707083343NAL0003563217002, received 2025-07-07

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$32.75

10th: $18.52median $67.2190th: $147.71

Higher than 18% of the 2,324 plans $250M to 1B that report it.

Source

= $198,702 / 6,067
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250707083343NAL0003563217002, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707083343NAL0003563217002, received 2025-07-07

Administrative expenses per participant

$49.15

10th: $27.95median $88.2590th: $203.68

Higher than 20% of the 2,405 plans $250M to 1B that report it.

Source

= $298,197 / 6,067
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707083343NAL0003563217002, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707083343NAL0003563217002, received 2025-07-07

Administrative expenses as a share of assets

0.034%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 21% of the 2,407 plans $250M to 1B that report it.

Source

= $298,197 / $866,100,241
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707083343NAL0003563217002, received 2025-07-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250707083343NAL0003563217002, received 2025-07-07

Employer contributions per participant

$2,665

10th: $1,169median $3,07390th: $8,346

Higher than 42% of the 2,457 plans $250M to 1B that report it.

Source

= $16,169,525 / 6,067
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707083343NAL0003563217002, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707083343NAL0003563217002, received 2025-07-07

Employer share of total contributions

31.0%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 49% of the 2,459 plans $250M to 1B that report it.

Source

= $16,169,525 / $52,229,752
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707083343NAL0003563217002, received 2025-07-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250707083343NAL0003563217002, received 2025-07-07

Plan terms, as stated in Associated Banc-corp's SEC filings

Vesting

“Participants are 100% vested in both employee and Corporation matching contributions to the Plan.”

Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250707083343NAL0003563217002, received 2025-07-07

Full record, Associated Banc-corp 401(k) and Employee Stock Ownership Plan

FieldValueSource
Plan sponsorASSOCIATED BANC-CORPForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250707083343NAL0003563217002, received 2025-07-07
Plan nameASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250707083343NAL0003563217002, received 2025-07-07
Sponsor EIN / plan number39-1098068 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250707083343NAL0003563217002, received 2025-07-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250707083343NAL0003563217002, received 2025-07-07
Sponsor locationGREEN BAY, WIForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250707083343NAL0003563217002, received 2025-07-07
Industry (business code)551111, Management of companies and enterprisesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250707083343NAL0003563217002, received 2025-07-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250707083343NAL0003563217002, received 2025-07-07
Filing received2025-07-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250707083343NAL0003563217002, received 2025-07-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250707083343NAL0003563217002, received 2025-07-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250707083343NAL0003563217002, received 2025-07-07
Participants, beginning of year6,345Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250707083343NAL0003563217002, received 2025-07-07
Active participants4,037Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250707083343NAL0003563217002, received 2025-07-07
Participants, end of year6,151Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250707083343NAL0003563217002, received 2025-07-07
Participants with an account balance6,067Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707083343NAL0003563217002, received 2025-07-07
Total assets, beginning of year$791,658,521Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250707083343NAL0003563217002, received 2025-07-07
Total assets, end of year$866,100,241Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250707083343NAL0003563217002, received 2025-07-07
Net assets, end of year$864,843,057Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250707083343NAL0003563217002, received 2025-07-07
Total income$157,288,889Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250707083343NAL0003563217002, received 2025-07-07
Net income$74,090,349Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250707083343NAL0003563217002, received 2025-07-07
Employer contributions$16,169,525Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707083343NAL0003563217002, received 2025-07-07
Participant contributions$28,775,354Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250707083343NAL0003563217002, received 2025-07-07
Other contributions (incl. rollovers)$7,284,873Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250707083343NAL0003563217002, received 2025-07-07
Total contributions$52,229,752Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250707083343NAL0003563217002, received 2025-07-07
Benefit payments$82,899,417Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250707083343NAL0003563217002, received 2025-07-07
Total expenses (incl. benefit payments)$83,198,540Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250707083343NAL0003563217002, received 2025-07-07
Total administrative expenses$298,197Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707083343NAL0003563217002, received 2025-07-07
Recordkeeping fees$164,886Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707083343NAL0003563217002, received 2025-07-07
IQPA audit fees$10,000Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250707083343NAL0003563217002, received 2025-07-07
Investment advisory and management fees$99,495Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250707083343NAL0003563217002, received 2025-07-07
Administrative expenses excluding investment management$198,702derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250707083343NAL0003563217002, received 2025-07-07
Held in common/collective trusts$387,619,907Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250707083343NAL0003563217002, received 2025-07-07
Held in mutual funds$415,221,049Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250707083343NAL0003563217002, received 2025-07-07
Independent auditorWIPFLI LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250707083343NAL0003563217002, received 2025-07-07

Position = column in the DOL layout for form year 2024. Filing 20250707083343NAL0003563217002, received 2025-07-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ASSOCIATED TRUST COMPANY, N.A.recordkeeperTRUSTEE 21 Trustee (bank, trust company or similar); 15 Recordkeeping and information management; 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 38 Participant communication; 28 Investment management; 19 Custodial (securities); 24 Trustee (discretionary); 51 Investment management fees paid directly by plan $298,197yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250707083343NAL0003563217002, received 2025-07-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$791,658,521$866,100,2419.4%
Participants with a balance6,2806,067-3.4%
Administrative expenses$255,259$298,19716.8%
Recordkeeping fees per participant$25.90$27.184.9%
Employer contributions$16,335,029$16,169,525-1.0%

Prior filing 20240723075229NAL0007082051003, received 2024-07-23; the plan years are contiguous.

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Sponsor name as filed: ASSOCIATED BANC-CORP; SEC registrant: ASSOCIATED BANC-CORP (CIK 7789, matched by EIN; display name from the Form 11-K cover).