Civic Intelligence

Associated Trust Company, N.A.

Plan context: Associated Conservative Balanced Lifestage Fund

EIN 39-6771932 • Neenah, WI • 24 filings • 1 plans

100 W. Wisconsin AvenueNeenah, WI 54956
Current Snapshot

Latest Year

2025

2025 Participants

0

2025 Assets

$49,468,041

2025 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$61,418,062$30,709,031$0200120142025YearValue
$49,468,041Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$49,468,041$0-
Associated Conservative Balanced Lifestage Fund--$49,468,041--
202410$47,876,786$0-
Associated Conservative Balanced Lifestage Fund--$47,876,786--
202310$45,701,404$0-
Associated Conservative Balanced Lifestage Fund--$45,701,404--
202210$44,415,270$0-
Associated Conservative Balanced Lifestage Fund--$44,415,270--
202110$61,418,062$0-
Associated Conservative Balanced Lifestage Fund--$61,418,062--
202010$48,844,817$0-
Associated Conservative Balanced Lifestage Fund--$48,844,817--
201910$43,753,116$0-
Associated Conservative Balanced Lifestage Fund--$43,753,116--
201810$46,410,725$0-
Associated Conservative Balanced Lifestage Fund--$46,410,725--
201710$47,243,534$0-
Associated Conservative Balanced Lifestage Fund--$47,243,534--
201610$38,390,845$0-
Associated Conservative Balanced Lifestage Fund--$38,390,845--
201510$38,282,374$0-
Associated Conservative Balanced Lifestage Fund--$38,282,374--
201410$40,340,294$0-
Associated Conservative Balanced Lifestage Fund--$40,340,294--
201210$35,865,596$0-
Associated Conservative Balanced Lifestage Fund--$35,865,596--
201110$36,008,746$0-
Associated Conservative Balanced Lifestage Fund--$36,008,746--
201010$32,319,474$0-
Associated Conservative Balanced Lifestage Fund--$32,319,474--
200910$28,914,091$0-
Associated Conservative Balanced Lifestage Fund--$28,914,091--
200810$23,001,102$0-
Associated Conservative Balanced Lifestage Fund-0$23,001,102--
200710$19,540,944$0-
Associated Conservative Balanced Lifestage Fund-0$19,540,944--
200610$16,558,306$0-
Associated Conservative Balanced Lifestage Fund-0$16,558,306--
200510$12,996,207$0-
Associated Conservative Balanced Lifestage Fund-0$12,996,207--
200410$11,694,203$0-
Associated Conservative Balanced Lifestage Fund-0$11,694,203--
200310$7,089,029$0-
Associated Conservative Balanced Lifestage Fund-0$7,089,029--
200210$0$0-
Associated Conservative Balanced Lifestage Fund-0---
200110$4,330,916$0-
Associated Conservative Balanced Lifestage Fund-0$4,330,916--