Plan Snapshot
- Plan Sponsor: American Bank And Trust Company, NA
- Sponsor EIN: 364256335
- Sponsor Address: 4301 E 53RD STREET, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 76 | $7.5M | $108,028 | $460,677 |
| 2023 | 78 | $7.7M | $165,694 | $498,954 |
| 2022 | 94 | $6.7M | $148,947 | $480,582 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARPENTIER MITCHELL GODDARD & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,598 | $15,856 | — | — | — |
| 2023 | $26,222 | $15,513 | — | — | — |
| 2022 | $51,955 | $15,887 | — | — | — |