Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
American Trust Company
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
American Trust Company is named as a service provider on the Schedule C of 105 retirement plans with 100 or more participants for plan year 2024, covering 43,421 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $4.7M. Per plan, the median was $98.31 per participant, with the middle half of plans between $47.15 and $191. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Iowa (16), New York (11) and Illinois (9).
In 2009 it appeared on 103 such filings; in 2024, 106 (up 3%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $47.15 | $98.31 | $191 |
| Compensation as a share of plan net assets | 0.11% | 0.19% | 0.37% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Ttai 401(k) Plan | Toyotetsu America, Inc. | KY | 3,446 | $89.9M | $189K |
| GMG Employees Savings Plan | Garber Management Group, Inc. | MI | 2,971 | $126M | $195K |
| Wesleylife 401(k) Profit Sharing Plan | Wesleylife | IA | 2,708 | $38.8M | $60K |
| Horne LLP Profit Sharing Plan | Horne LLP | MS | 1,933 | $108M | $142K |
| Presbyterian Home of South Carolina Defined Contribution Plan | Presbyterian Comnunities of South Carolina | SC | 1,727 | $12.4M | $124K |
| Theisen's Associates 401(k) Plan | Theisen Supply, Inc. | IA | 1,076 | $17.9M | $8,937 |
| St. Paul's School Defined Contribution Retirement Plan | St. Paul's School | NH | 1,029 | $103M | $147K |
| Ascentek Services, LLC 401(k) Plan | Ascentek Services LLC | MN | 993 | $67.8M | $113K |
| Atria Wealth Solutions 401(k) Plan | Atria Wealth Solutions, Inc. | NY | 870 | $57.0M | $202K |
| Hope Haven, Inc. 403(b) Retirement Plan | Hope Haven, Inc. | IA | 797 | $26.2M | $30K |
| Davis Development, Inc. 401(k) Plan | Davis Development, Inc. | GA | 747 | $19.5M | $36K |
| Lechase Companies 401(k) Salary Savings Trust | Lechase Construction Services, LLC | NY | 694 | $101M | $126K |
| Dupaco Community Credit Union Salary Savings Plan | Dupaco Community Credit Union | IA | 688 | $78.0M | $173K |
| Sitrin 403(b) Plan | Charles T. Sitrin Health Care Center | NY | 599 | $15.3M | $58K |
| Window Solutions 401(k) Plan | Window Solutions, Inc. | WI | 519 | $9.5M | $49K |
| Rhenus Automotive 401(k) Plan | Rhenus Automotive US LLC | NC | 518 | $4.0M | $15K |
| Bell & McCoy 401(k) Plan | Bell & McCoy | TX | 503 | $19.5M | $1,070 |
| Advanced Ear Nose & Throat Specialists, S.C. Profit Sharing 401(k) Plan | Advanced Ear Nose & Throat Specialists, S.C. | WI | 458 | $14.2M | $11K |
| Wellspire, LLC 401(k) Plan | Wellspire, LLC | IA | 454 | $2.3M | $13K |
| Pike Companies Limited 401(k) Savings and Profit Sharing Plan | Pike Construction Services, Inc. | NY | 450 | $76.0M | $61K |
| Health Help, Inc. Profit Sharing Plan and Trust | Health Help, Inc. | KY | 430 | $24.0M | $110K |
| The Abbe Group Retirement Plan | Abbe, Inc. | IA | 429 | $14.8M | $52K |
| Human Technologies Corporation Retirement Plan | Human Technologies Corporation | NY | 423 | $11.8M | $45K |
| Kirby Medical Center 401(k) Plan | Kirby Medical Center | IL | 419 | $42.4M | $147K |
| One Call Concepts, Inc. 401(k) Plan | One Call Concepts, Inc. | MD | 419 | $24.3M | $27K |
| The Phillips Corporation Retirement Plan | Phillips Corporation | MD | 393 | $36.8M | $7,957 |
| Laboratory Alliance of Central New York 401(k) Plan | Laboratory Alliance of Central New York | NY | 385 | $19.1M | $28K |
| Mortgage Investors Group 401(k) Retirement Plan | Mortgage Investors Group | TN | 375 | $30.2M | $91K |
| Hillsboro Area Hospital Employees' 401(k) Plan | Hillsboro Area Hospital, Inc. | IL | 369 | $15.5M | $89K |
| High Falls Operating Co. LLC Hourly Employees 401(k) Plan | High Falls Operating Company, LLC | NY | 366 | $16.1M | $38K |
| Retirement Plan for Faculty and Administrators of Annapolis Area | Annapolis Area Christian School Association, Inc. | MD | 356 | $8.0M | $32K |
| Stonehenge 401(k) Plan | Stonehenge of Orem LLC | UT | 355 | $5.1M | $35K |
| The Derryfield School Defined Contribution Retirement Plan | The Derryfield School | NH | 339 | $30.9M | $47K |
| Tamarack Management Inc. 401(k) Profit Sharing Plan | Western Montana Clinic, P.C. | MT | 331 | $46.8M | $88K |
| Hills & Dales Child Development Center 401(k) Plan | Hills & Dales Child Development Center | IA | 330 | $16.0M | $50K |
| Midwest Medical Center 401(k) Plan | Midwest Medical Center | IL | 308 | $17.4M | $35K |
| GB Manufacturing Co. 401(k) Plan | GB Manufacturing Co. | OH | 304 | $6.2M | $35K |
| The Neighborhood Center, Inc. 401(k) Profit Sharing Plan | The Neighborhood Center, Inc. | NY | 296 | $8.8M | $38K |
| World Class Industries Inc. Employee's PS 401(k) Plan | World Class Industries Inc. | IA | 293 | $28.8M | $69K |
| CCB Packaging, Inc. 401(k) Profit Sharing Plan | CCB Packaging, Inc. | IA | 290 | $15.9M | $94K |
Questions and answers
How many plans does American Trust Company serve?
105 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay American Trust Company?
The median plan reported $98.31 per participant in direct and indirect compensation (105 plans reporting an amount), or 0.19% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (90 plans), Trustee (discretionary) (74 plans), Contract Administrator (66 plans) and Participant loan processing (62 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.