Search public Form 5500 filings

11 results

Companies

companyAssociated Trust Company, N.A.
EIN: 39-6771934Location: WIPlans: 1Latest: 2023

planAssociated Growth Balanced Lifestage FundFinancial statement2023 filing
Sponsor: Associated Trust Company, N.A.EIN: 39-6771934Plan: 001Participants: not reported in the loaded datasetAssets: $150,196,893Location: Neenah, WILatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Associated Growth Balanced Lifestage Fund
Sponsor: Associated Trust Company, N.A.EIN: 39-6771934Plan: 001Ack ID: 20240411114617NAL0000258547001