Ameriprise Trust Company (EIN 87-2323648) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 10 filings report $744.5M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Columbia Trust Stable Income Fund | 017 | 0 | $744.5M |
| Columbia Trust Stable Income I-10 Fund | 019 | 0 | $0 |
| Columbia Trust Stable Income I-15 Fund | 066 | 0 | $0 |
| Columbia Trust Stable Income I-5 Fund | 126 | 0 | $0 |
| Columbia Trust Stable Income I-35 Fund | 052 | 0 |
87-2323648 is the Employer Identification Number (EIN) Ameriprise Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
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| $0 |
| Columbia Trust Stable Income I-30 Fund | 127 | 0 | $0 |
| Columbia Trust Stable Income Fund Z | 055 | 0 | $0 |
| Columbia Trust Stable Income I-25 Fund | 018 | 0 | $0 |
| Columbia Trust Stable Income I-0 Fund | 060 | 0 | $0 |
| Columbia Trust Stable Income I-50 Fund | 065 | 0 | $0 |