American Trust Pooled Employer Plan — Form 5500 plan (At Retirement Services, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, American Trust Pooled Employer Plan is a benefit plan reported by At Retirement Services, LLC under EIN 83-3455979 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants76Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
At Retirement Services, LLC
EIN
83-3455979
Plan number
001
Plan type
3
Location
Dubuque, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202376I20240930123623NAL0005678801001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$477.5K
Total expenses$7.5K
Benefits paid / distributions$6.6K
Contributions
Employer$89.2K
Participant$307.3K
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$255,626

Income & contributions

Employer contributions
$89,188
Participant contributions
$307,325
Total income / additions
$477,505

Expenses & distributions

Benefits paid
$6,614
Total expenses
$7,527
Net increase / (decrease)
$469,978
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages