# Associated Trust Company, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/associated-trust-company-n-a-391564826-107

> Associated Trust Company, N.A.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Trust Company, N.A.

- **Sponsor EIN:** 391564826

- **Sponsor Address:** P.O. BOX 787, MANITOWOC, WI, 542210787

- **Plan Type:** 401(k)

- **Plan Number:** 107

- **Total Participants:** 0

- **Total Assets:** $2.8M

## 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|0|$2.8M|$0|$0|

| 2023|0|$2.7M|$0|$0|

| 2022|0|$2.5M|$0|$0|

## 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.|Other Service Provider|$29,680|—|$29,680|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,680

- **Estimated Expense Ratio:** 1.044% 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|$29,680|$26,597|—|—|—|

| 2023|$22,896|$19,893|—|—|—|

| 2022|$25,150|$25,150|—|—|—|

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