Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Dubuque Bank & Trust Company
Dubuque Bank & Trust Company
- Service provider, as named on Schedule C
- EIN 420223620
- Plan year 2024
- Direct compensation reported $594,469
Assets of those plans
$265,528,535
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
16
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$594,469
94% 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 |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 16 |
| 50 | Direct payment from the plan | 16 |
| 64 | Recordkeeping fees | 16 |
| 24 | Trustee (discretionary) | 15 |
| 15 | Recordkeeping and information management | 14 |
| 27 | Investment advisory (plan) | 12 |
| 37 | Participant loan processing | 11 |
| 25 | Trustee (directed) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kendall Hunt Retirement Planrecordkeeper | Kendall Hunt Publishing | $81,252,471 | 448 | $12,933 |
| Cascade Lumber Company 401(k) Planrecordkeeper | Cascade Lumber | $33,657,515 | 229 | $59,924 |
| Champion, Incorporated 401(k) Safe Harbor Planrecordkeeper | Champion | $26,856,257 | 264 | $85,450 |
| Crusader Community Health Retirement Planrecordkeeper | Crusaders Central Clinic Association D/B/A Crusader Community Health | $26,336,806 | 315 | $97,211 |
| Hodge Company Employee Retirement Savings Planrecordkeeper | Hodge | $24,510,913 | 483 | $44,557 |
| Gila Health Resources, LLC 401(k) Plan | Gila Health Resources | $10,051,580 | 127 | $26,687 |
| Homewise 403(b) Pension Planrecordkeeper | Homewise | $9,975,563 | 137 | $22,377 |
| Hillcrest Family Services Union and Non-union 401(k) Planrecordkeeper | Hillcrest Family Services | $9,280,481 | 206 | $16,044 |
| Alivio Medical Center 403(b) Planrecordkeeper | Alivio Medical Center | $8,628,795 | 245 | $0 |
| 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.recordkeeper | Lakeshore Community Health Care | $7,727,315 | 190 | $34,609 |
| Phoenix Investors 401(k) Planrecordkeeper | Phoenix Investors a Limited Liability | $7,387,932 | 247 | $57,142 |
| MBF Inspection Services, Inc. 401(k) Planrecordkeeper | MBF Inspection Services | $5,958,612 | 96 | $26,885 |
| PHM Brands, LLC 401(k) Retirement Planrecordkeeper | PHM Brands | $5,541,512 | 181 | $31,487 |
| Skana Aluminum Company 401(k) Retirement Planrecordkeeper | Skana Aluminum | $4,505,441 | 283 | $29,044 |
| Feradyne Outdoors Retirement Savings Planrecordkeeper | Feradyne Outdoors | $3,857,342 | 89 | $38,925 |
| Fehr-graham & Associates 401(k) Profit Sharing Planrecordkeeper | Fehr-graham & Associates | $0 | 0 | $10,159 |
| Hawaii Mainland Administrators 401(k) Planrecordkeeper | Hawaii Mainland Administrators | $0 | 0 | $1,035 |
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.