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  2. AMERICANTCS FIDUCIARY SERVICES, LLC
Sponsor portfolio

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN 93-2789379-Finance and Insurance-Latest filing 2025
Plans
38
Retirement
38
$736.9M assets
Welfare
0
Participants
29,792
1251 WATERFRONT PLACE, SUITE 525 - PITTSBURGH, PA 15222877-514-5600
Plans on this EIN
38 filings
#060401k-$97.0M - 921 part#006401k-$90.8M - 2,052 part#024403b-$73.2M - 1,776 part#009401k-$58.6M - 1,435 part#005401k-$54.2M - 3,341 part#007401k-$51.8M - 1,524 part#404401k-$41.7M - 636 part#020401k-$37.5M - 1,345 part#050401k-$30.0M - 2,203 part#015401k-$29.7M - 638 part#001401k-$29.6M - 824 part#004401k-$22.3M - 942 part#405403b-$16.3M - 1,214 part#002401k-$14.5M - 958 part#019401k-$10.8M - 462 part#027401k-$10.4M - 138 part#014401k-$10.1M - 741 part#010401k-$10.0M - 4,283 part#035401k-$8.7M - 257 part#111401k-$7.9M - 1,071 part#026401k-$5.7M - 1,235 part#036401k-$4.5M - 121 part#054401k-$3.8M - 30 part#016401k-$3.7M - 557 part#012401k-$2.0M - 10 part#025401k-$1.8M - 183 part#049401k-$1.8M - 37 part#018401k-$1.7M - 53 part#013401k-$1.6M - 65 part#008401k-$1.4M - 200 part#003401k-$953K - 39 part#037401k-$945K - 271 part#022401k-$821K - 15 part#040401k-$786K - 122 part#038401k-$241K - 46 part#023401k-$131K - 17 part#052401k-$109K - 7 part#057401k-$55K - 23 part

Retirement portfolio analytics

38 plans aggregated / $736.9M assets / 29,792 participants

Assets by plan

Share of aggregate retirement assets

13%top
  • FDABUNDANCE PEP (#060)13%
  • LOGICAL RETIREMENT SOLUTION (#006)12%
  • AMERICAS 403B PEP (#024)10%
  • POOLED EMPLOYER PLAN (#009)8%
  • AMERICANTCS 401(K) (#005)7%
  • +3 more
Total $736.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
76%top
  • (Not disclosed)76%
  • UNIFIED TRUST COMPANY, N.A.13%
  • AT RETIREMENT SERVICES, LLC7%
  • THE RETIREMENT ADVANTAGE INC3%
Total $736.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GOLDEN RETIREMENT PLAN (#010)4,283
  • AMERICANTCS 401(K) (#005)3,341
  • ACHIEVE ADVANTAGE 401(K) (#050)2,203
  • LOGICAL RETIREMENT SOLUTION (#006)2,052
  • AMERICAS 403B PEP (#024)1,776
  • FINANCIAL FREEDOM FUND (#007)1,524
  • +32 more
Total 29,792Click 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#060

FDABUNDANCE PEP

401k

Assets$97.0M
Participants921
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006

THE LOGICAL RETIREMENT SOLUTION

401k

Assets$90.8M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#024

AMERICAS 403B PEP

403b

Assets$73.2M
Participants1,776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#009

FLEXIBLE 401(K) POOLED EMPLOYER PLAN

401k

Assets$58.6M
Participants1,435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

AMERICANTCS 401(K) PLAN

401k

Assets$54.2M
Participants3,341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007

KFG FINANCIAL FREEDOM FUND

401k

Assets$51.8M
Participants1,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#404

FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN

401k

Assets$41.7M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#020

AMERITAS POOLED EMPLOYER PLAN

401k

Assets$37.5M
Participants1,345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#050

THE ACHIEVE ADVANTAGE 401(K) PLAN

401k

Assets$30.0M
Participants2,203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#015

SMITH BRUER UNITED 401(K) PLAN

401k

Assets$29.7M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BLUE HORIZONS POOLED EMPLOYER PLAN

401k

Assets$29.6M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

QUI(K) 401(K) PLAN

401k

Assets$22.3M
Participants942
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#405

FLEXPEP(B) POOLED EMPLOYER 403(B) PLAN

403b

Assets$16.3M
Participants1,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BLUESTAR BKS POOLED EMPLOYER PLAN

401k

Assets$14.5M
Participants958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#019

CFS PEP

401k

Assets$10.8M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#027

AMERICAS 401K PEP

401k

Assets$10.4M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#014

RPS SMARTCOURSE SAVINGS PLAN

401k

Assets$10.1M
Participants741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#010

GOLDEN RETIREMENT PLAN

401k

Assets$10.0M
Participants4,283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#035

CABANA PEP SOLUTION

401k

Assets$8.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#111

MARINER SELECT RETIREMENT PLAN

401k

Assets$7.9M
Participants1,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#026

RPS BLUEPRINT

401k

Assets$5.7M
Participants1,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#036

SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN

401k

Assets$4.5M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#054

NOTE PEP

401k

Assets$3.8M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#016

CERITY PARTNERS POOLED EMPLOYER PLAN

401k

Assets$3.7M
Participants557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#012

STRATEGIC INVESTORS POOLED EMPLOYER PLAN

401k

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#025

STRIVE POOLED EMPLOYER PLAN

401k

Assets$1.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#049

MYRETIREMENT PLAN POOLED EMPLOYER PLAN

401k

Assets$1.8M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#018

REVHR 401(K) PLAN

401k

Assets$1.7M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#013

MYINVST401K

401k

Assets$1.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#008

HCM GUIDED RETIREMENT PLAN

401k

Assets$1.4M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN

401k

Assets$953K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#037

STRATEGIES FOR WEALTH PEP

401k

Assets$945K
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#022

APEX WEALTH PARTNERS PEP

401k

Assets$821K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#040

CORNERSTONEPEO PEP

401k

Assets$786K
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#038

LAWLEY RETIREWISE POOLED EMPLOYER PLAN

401k

Assets$241K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#023

AFG PEP

401k

Assets$131K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#052

RENO + SPARKS CHAMBER OF COMMERCE 401K PEP

401k

Assets$109K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#057

HORIZON PEP

401k

Assets$55K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans38

Plan #NameTypeAssetsParticipantsLatest year
060FDABUNDANCE PEP401k$97.0M9212024
006THE LOGICAL RETIREMENT SOLUTION401k$90.8M2,0522024
024AMERICAS 403B PEP403b$73.2M1,7762024
009FLEXIBLE 401(K) POOLED EMPLOYER PLAN401k$58.6M1,4352024
005AMERICANTCS 401(K) PLAN401k$54.2M3,3412024
007KFG FINANCIAL FREEDOM FUND401k$51.8M1,5242024
404FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN401k$41.7M6362024
020AMERITAS POOLED EMPLOYER PLAN401k$37.5M1,3452024
050THE ACHIEVE ADVANTAGE 401(K) PLAN401k$30.0M2,2032024
015SMITH BRUER UNITED 401(K) PLAN401k$29.7M6382024
001BLUE HORIZONS POOLED EMPLOYER PLAN401k$29.6M8242024
004QUI(K) 401(K) PLAN401k$22.3M9422024
405FLEXPEP(B) POOLED EMPLOYER 403(B) PLAN403b$16.3M1,2142024
002BLUESTAR BKS POOLED EMPLOYER PLAN401k$14.5M9582024
019CFS PEP401k$10.8M4622024
027AMERICAS 401K PEP401k$10.4M1382025
014RPS SMARTCOURSE SAVINGS PLAN401k$10.1M7412024
010GOLDEN RETIREMENT PLAN401k$10.0M4,2832024
035CABANA PEP SOLUTION401k$8.7M2572025
111MARINER SELECT RETIREMENT PLAN401k$7.9M1,0712024
026RPS BLUEPRINT401k$5.7M1,2352024
036SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN401k$4.5M1212024
054NOTE PEP401k$3.8M302025
016CERITY PARTNERS POOLED EMPLOYER PLAN401k$3.7M5572024
012STRATEGIC INVESTORS POOLED EMPLOYER PLAN401k$2.0M102025
025STRIVE POOLED EMPLOYER PLAN401k$1.8M1832025
049MYRETIREMENT PLAN POOLED EMPLOYER PLAN401k$1.8M372025
018REVHR 401(K) PLAN401k$1.7M532025
013MYINVST401K401k$1.6M652025
008HCM GUIDED RETIREMENT PLAN401k$1.4M2002024
003DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN401k$953K392025
037STRATEGIES FOR WEALTH PEP401k$945K2712025
022APEX WEALTH PARTNERS PEP401k$821K152025
040CORNERSTONEPEO PEP401k$786K1222025
038LAWLEY RETIREWISE POOLED EMPLOYER PLAN401k$241K462025
023AFG PEP401k$131K172025
052RENO + SPARKS CHAMBER OF COMMERCE 401K PEP401k$109K72025
057HORIZON PEP401k$55K232025
Retirement plans
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