Original filing (PDF)20240930123623NAL0005678801001

AT RETIREMENT SERVICES, LLC

Name: AT RETIREMENT SERVICES, LLC — AMERICAN TRUST POOLED EMPLOYER PLAN, Form 5500 (2023)
Creator: AT RETIREMENT SERVICES, LLC

Form 5500

FILING_RECEIVED

AMERICAN TRUST POOLED EMPLOYER PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AT RETIREMENT SERVICES, LLC.

Plan sponsor

Name

AT RETIREMENT SERVICES, LLC

EIN

83-3455979

Address

855 MAIN STREET 4TH FLOOR · DUBUQUE, IA · 52001

Phone

(877) 411-8781

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001	Common Collective Trust	$0	—
UNIFIED TRUST STABLE VALUE MASTER T AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008	Common Collective Trust	$0	—

1–2 of 2

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