American Trust Company

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.