Plan Snapshot
- Plan Sponsor: Associated Banc-Corp
- Sponsor EIN: 391098068
- Sponsor Address: 433 MAIN STREET, GREEN BAY, WI, 54301
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,947
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,947 | $6.3M | $33.7M | $11.5M |
| 2023 | 3,009 | $7.7M | $31.8M | $10.8M |
| 2022 | 3,075 | $6.2M | $25.1M | $9.9M |
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 |
|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $138,459 | — | $138,459 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,459
- Estimated Expense Ratio: 2.209% of plan assets
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 | $262,719 | — | $262,719 | — | — |
| 2023 | $173,211 | — | $173,211 | — | — |
| 2022 | $142,287 | — | — | — | $142,287 |