Filings through .

All providers

American Trust Company

Matched across 5 name variants in the filings

American Trust Company at a glance

American Trust Company appears on 143 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.9B in assets for 71,105 participants. The median client plan holds $13.7M. Most client plans are sponsored in PA, NY and IA. The largest clients by plan assets are 1st Source Corporation, James G. Davis Construction Corporation and Schneider Downs & Co., Inc.. Plans reported $6.5M in direct and indirect compensation paid to American Trust Company, a median of $24K per plan.

Participants
71,105
Median plan assets
$13.7M
Median plan participants
254
Median fees per plan
$24K
Schedule C direct + indirect

Frequently asked questions

Who uses American Trust Company?
143 retirement plans list American Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include 1st Source Corporation, James G. Davis Construction Corporation, Schneider Downs & Co., Inc., BRD of Ttees UFCW Local One 401(k) Savings Plan and Garber Management Group, Inc. Most client plans are sponsored in PA, NY and IA.
How many plans does American Trust Company serve?
American Trust Company serves 143 retirement plans with $3.9B in plan assets and 71,105 participants, based on the latest Form 5500 filings through 2024.
What does American Trust Company charge?
Plans reported $6.5M in total Schedule C compensation paid to American Trust Company. The median plan paid $24K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served143-5 YoYRank #153 of mapped providers
Assets under administration$3.9B0.0%Share of filed assets - rank #2420
Fees received$7MMedian $24,445/planSum across Schedule C direct + indirect
Net wins YoY-1422 won - 36 lostPlan-level switch detection

See full American Trust Company analytics with Pro.

Pro shows client lists, growth, peer benchmarks and fee analytics for this provider. Free for 7 days, no card. Then $49 a month. Cancel any time.

Fund lineups on plans this firm keeps

Large plans that name American Trust as recordkeeper and list their funds in their filing.

Plans
22
$315M in funds
In collective trusts
5%
average plan
In American Trust funds
0%
average plan
In index funds
41%
average plan

Top managers in these lineups

Target-date series

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.