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Sponsor portfolio

ADVISORTRUST, INC.

EIN 46-4091337-financial services-Latest filing 2024
Plans
7
Retirement
7
$247.7M assets
Welfare
0
Participants
8,343
212 S MAIN ST., SUITE 123 - SIOUX FALLS, SD 57104866-928-9043advisortrust.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
7 filings
#002401k-$159.1M - 5,743 part#004401k-$23.4M - 1,263 part#006401k-$23.4M - 189 part#001401k-$18.9M - 633 part#005401k-$15.9M - 125 part#003401k-$5.4M - 221 part#007401k-$1.4M - 169 part

Retirement portfolio analytics

7 plans aggregated / $247.7M assets / 8,343 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • 401(K) SIMPLIFIED FLEXIBLE (#002)64%
  • POOLED EMPLOYER PLAN (#004)9%
  • POOLED EMPLOYER PLAN (#006)9%
  • 401(K) SIMPLIFIED (#001)8%
  • POOLED EMPLOYER PLAN (#005)6%
  • +2 more
Total $247.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) SIMPLIFIED FLEXIBLE (#002)5,743
  • POOLED EMPLOYER PLAN (#004)1,263
  • 401(K) SIMPLIFIED (#001)633
  • MASTER RETIREMENT PLAN (#003)221
  • POOLED EMPLOYER PLAN (#006)189
  • POOLED EMPLOYER PLAN (#007)169
  • +1 more
Total 8,343Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

401(K) SIMPLIFIED FLEXIBLE

401k

Assets$159.1M
Participants5,743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ASSETMARK POOLED EMPLOYER PLAN

401k

Assets$23.4M
Participants1,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

INDEPENDENT POOLED EMPLOYER PLAN

401k

Assets$23.4M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

401(K) SIMPLIFIED

401k

Assets$18.9M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

STRATEGIC POOLED EMPLOYER PLAN

401k

Assets$15.9M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE CAPITAL GROUP MASTER RETIREMENT PLAN

401k

Assets$5.4M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN

401k

Assets$1.4M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
002401(K) SIMPLIFIED FLEXIBLE401k$159.1M5,7432024
004ASSETMARK POOLED EMPLOYER PLAN401k$23.4M1,2632024
006INDEPENDENT POOLED EMPLOYER PLAN401k$23.4M1892024
001401(K) SIMPLIFIED401k$18.9M6332024
005STRATEGIC POOLED EMPLOYER PLAN401k$15.9M1252024
003THE CAPITAL GROUP MASTER RETIREMENT PLAN401k$5.4M2212024
007ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN401k$1.4M1692024
Retirement plans
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