How big is American Trust Insurance, LLC's plan?

American Trust Insurance, LLC's plan reported $2.2M in assets for 2023.

Original filing (PDF)20240718103313NAL0005635777001

American Trust Insurance, LLC

Name: American Trust Insurance, LLC — American Trust, Form 5500 (2023)
Creator: American Trust Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Trust Insurance 401(k) Plan

401(k) retirement plan · American Trust Insurance, LLC's American Trust Insurance 401(k) Plan reported $2.2M in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Preston Steele signed American Trust Insurance, LLC's 2023 Form 5500 as plan administrator.

Preston Steele — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Trust Insurance, LLC's EIN is 20-1984066.

EIN 20-1984066

Plan number 001

Plan year 2023

ACK ID 20240718103313NAL0005635777001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for American Trust Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

American Trust Insurance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN TRUST INSURANCE, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score