Assets by plan
Share of aggregate retirement assets
- 401(K) SIMPLIFIED (#001)$24.3M
- +1 more
Filings through .
Advisortrust, Inc.
EIN 46-4091337financial servicesLatest filing 2025
Plans
7
Retirement
7
$320.7M assets
Health & Benefits
0
Participants
8,960
212 S MAIN ST., SUITE 123 - SIOUX FALLS, CO 57104866-928-9043advisortrust.comLinkedIn1-10 employeesfinancial services
Retirement portfolio analytics
7 plans aggregated / $320.7M assets / 8,960 participants
Participants by plan
Active + retired + deferred vested
- +1 more
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
401(K) SIMPLIFIED FLEXIBLE
401(k)
Assets$186.5M
Participants5,855
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
ASSETMARK POOLED EMPLOYER PLAN
401(k)
Assets$42.3M
Participants1,534
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
INDEPENDENT POOLED EMPLOYER PLAN
401(k)
Assets$37.0M
Participants253
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
401(K) SIMPLIFIED
401(k)
Assets$24.3M
Participants702
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
STRATEGIC POOLED EMPLOYER PLAN
401(k)
Assets$21.8M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE CAPITAL GROUP MASTER RETIREMENT PLAN
401(k)
Assets$6.5M
Participants299
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN
401(k)
Assets$2.4M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
7 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 401(K) SIMPLIFIED FLEXIBLE | 401(k) | $186.5M | 5,855 | 2025 |
| #004 | ASSETMARK POOLED EMPLOYER PLAN | 401(k) | $42.3M | 1,534 | 2025 |
| #006 | INDEPENDENT POOLED EMPLOYER PLAN | 401(k) | $37.0M | 253 | 2025 |
| #001 | 401(K) SIMPLIFIED | 401(k) | $24.3M | 702 | 2025 |
| #005 | STRATEGIC POOLED EMPLOYER PLAN | 401(k) | $21.8M | 125 | 2025 |
| #003 | THE CAPITAL GROUP MASTER RETIREMENT PLAN | 401(k) | $6.5M | 299 | 2025 |
| #007 | ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN | 401(k) | $2.4M | 192 | 2025 |
- 401(K) SIMPLIFIED FLEXIBLE$186.5M#002 · 401(k) · 20255,855
- #004 · 401(k) · 20251,534
- #006 · 401(k) · 2025253
- 401(K) SIMPLIFIED$24.3M#001 · 401(k) · 2025702
- #005 · 401(k) · 2025125
- #003 · 401(k) · 2025299
- #007 · 401(k) · 2025192
Retirement plans