Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › American Trust Company
American Trust Company
- Service provider, as named on Schedule C
- EIN 611381380
- Plan year 2024
- Direct compensation reported $389,047
Assets of those plans
$167,105,825
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$389,047
100% of its Schedule C lines carry 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 |
|---|---|---|
| 37 | Participant loan processing | 9 |
| 21 | Trustee (bank, trust company or similar) | 9 |
| 64 | Recordkeeping fees | 8 |
| 65 | Account maintenance fees | 7 |
| 15 | Recordkeeping and information management | 7 |
| 13 | Contract administrator | 3 |
| 28 | Investment management | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fdabundance PEPrecordkeeper | Americantcs Fiduciary Services | $97,027,781 | 801 | $81,205 |
| Spero Financial Federal Credit Union 401(k)/profit Sharing Planrecordkeeper | Spero Financial Federal Credit Union | $22,662,337 | 211 | $17,982 |
| Central Virginia Family Physicians, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | Central Virginia Family Physicians | $19,773,092 | 166 | $63,562 |
| Franklin Building Supply 401(k) Profit Sharing Planrecordkeeper | Franklin Group | $17,864,204 | 641 | $72,672 |
| Augusta Cooperative Farm Bureau, Inc. 401(k) Savings Planrecordkeeper | Augusta Cooperative Farm Bureau | $6,190,902 | 132 | $29,132 |
| Arbor Housing & Development 401(k) Retirement Planrecordkeeper | Steuben Churchpeople Against Poverty Inc DBA Arbor Housing Development | $3,587,509 | 189 | $26,376 |
| M.H. Masonry & Associates, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | M.H. Masonry & Associates | $0 | 0 | $19,303 |
| Alliance Industrial Corporation Retirement Savings Planrecordkeeper | Alliance Industrial | $0 | 0 | $42,507 |
| AMG, Inc 401(k) Planrecordkeeper | AMG | $0 | 0 | $31,770 |
| Hubble Group, LLC 401(k) Planrecordkeeper | Hubble Group | $0 | 0 | $4,538 |
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.