How big is Ameriprise Trust Company's plan?

Ameriprise Trust Company's plan reported $96.6M in assets for 2024.

Original filing (PDF)20250717093346NAL0000071648001

Ameriprise Trust Company

Name: Ameriprise Trust Company — Columbia Trust Balanced, Form 5500 (2024)
Creator: Ameriprise Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Columbia Trust Balanced Fund

Employee benefit plan · Ameriprise Trust Company's Columbia Trust Balanced Fund reported $96.6M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$96.6M

Net assets (EOY)

$87.8M

Plan identifiers

Ameriprise Trust Company's EIN is 87-1776636.

EIN 87-1776636

Plan number 087

Plan year 2024

ACK ID 20250717093346NAL0000071648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ameriprise Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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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

Average plan with room to improve

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 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AMERIPRISE TRUST COMPANY

EIN

all filings

Address

990 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN · 55474

Phone

(612) 671-2438

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

087

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $7.8M(8% of reported assets)

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
COLUMBIA TRUST MONEY MARKET FUND AMERIPRISE TRUST COMPANY · EIN 87-2209420 / PN 029	Common Collective Trust	$6.9M	7.1%
COLUMBIA TR US HIGH YIELD BOND FUND AMERIPRISE TRUST COMPANY · EIN 87-2111590 / PN 067	Common Collective Trust	$864K	0.9%