Plan Snapshot
- Plan Sponsor: Associated Banc-Corp
- Sponsor EIN: 391098068
- Sponsor Address: 433 MAIN STREET, GREEN BAY, WI, 543015114
- Plan Type: 401(k)
- Total Participants: 4,037
- Total Assets: $866.1M
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 | 4,037 | $866.1M | $16.2M | $28.8M |
| 2023 | 4,148 | $791.7M | $16.3M | $28.8M |
| 2022 | 4,248 | $676.3M | $15.4M | $26.4M |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | TRUSTEE | $298,197 | — | $298,197 |
| WIPFLI LLP | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $308,197
- Estimated Expense Ratio: 0.036% 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 | $298,197 | $99,495 | — | $10,000 | — |
| 2023 | $255,259 | $68,140 | — | $20,612 | — |
| 2022 | $732,696 | $613,872 | — | — | — |