Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › First Bank & Trust
First Bank & Trust
- Service provider, as named on Schedule C
- EIN 466085363
- Plan year 2024
- Direct compensation reported $535,986
Assets of those plans
$221,633,844
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$535,986
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 |
|---|---|---|
| 64 | Recordkeeping fees | 11 |
| 15 | Recordkeeping and information management | 11 |
| 60 | Sub-transfer agency fees | 11 |
| 62 | Float revenue | 11 |
| 63 | Distribution (12b-1) fees | 11 |
| 21 | Trustee (bank, trust company or similar) | 11 |
| 50 | Direct payment from the plan | 11 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Planrecordkeeper | Valley Queen Cheese Factory | $43,542,997 | 458 | $91,863 |
| Lifescape 401(k) Retirement Planrecordkeeper | Lifescape | $42,394,327 | 1,249 | $101,991 |
| Furniture Mart USA, Inc. Employee Profit Sharing 401(k) Planrecordkeeper | Furniture Mart USA | $34,688,567 | 1,084 | $51,722 |
| Johnson Feed, Inc. 401(k) Profit Sharing Planrecordkeeper | Johnson Feed | $21,836,985 | 359 | $48,937 |
| Glacial Lakes Energy, LLC 401(k) Planrecordkeeper | Glacial Lakes Energy | $20,050,030 | 218 | $32,387 |
| North American Truck & Trailer, Inc 401(k) Planrecordkeeper | North American Truck & Trailer | $16,591,598 | 306 | $44,451 |
| Volunteers of America, Dakotas 401(k) Planrecordkeeper | Volunteers of America Dakotas | $9,638,463 | 179 | $39,927 |
| Lutheran Social Services of South Dakota Retirement Planrecordkeeper | Lutheran Social Services of South Dakota | $8,455,503 | 295 | $32,033 |
| Howe, Inc. 401(k) Planrecordkeeper | Howe | $8,438,348 | 231 | $31,037 |
| Hord Farms West LLP 401(k) Retirement Plan | Hord Farms West | $6,950,769 | 148 | $22,013 |
| Gage Brothers Concrete Products, Inc. 401(k) Plan | Gage Bros. Concrete Products | $5,283,233 | 178 | $21,780 |
| Mission Directed Health Care, Inc. 401(k) Profit Sharing Planrecordkeeper | Mission Directed Health Care | $2,163,297 | 172 | $14,776 |
| Embe Retirement Savings Planrecordkeeper | Embe | $1,599,727 | 146 | $3,069 |
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.