PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Americantcs Fiduciary Services, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Americantcs Fiduciary Services, LLC

EIN 93-2789379-Finance and Insurance-Latest filing 2025
Plans
45
Retirement
45
$1.35B assets
Health & Benefits
0
Participants
49,120
1251 WATERFRONT PLACE, SUITE 525 - PITTSBURGH, PA 15222877-514-5600
Plans on this EIN
45 filings
#404401(k)-$208.4M - 5,319 part#006401(k)-$129.7M - 2,456 part#060401(k)-$121.2M - 1,177 part#024403(b)-$84.5M - 2,052 part#059403(b)-$81.8M - 1,415 part#061401(k)-$80.9M - 2,598 part#005401(k)-$64.6M - 2,994 part#007401(k)-$61.6M - 1,881 part#020401(k)-$57.8M - 2,644 part#009401(k)-$56.3M - 1,462 part#334401(k)-$53.2M - 770 part#001401(k)-$41.0M - 673 part#067401(k)-$38.3M - 624 part#050401(k)-$38.2M - 2,228 part#015401(k)-$34.3M - 596 part#002401(k)-$24.1M - 1,109 part#019401(k)-$18.1M - 613 part#056401(k)-$16.5M - 1,629 part#405403(b)-$16.3M - 1,214 part#010401(k)-$15.9M - 6,060 part#026401(k)-$15.6M - 2,151 part#014401(k)-$14.5M - 961 part#041401(k)-$12.1M - 1,687 part#027401(k)-$10.4M - 138 part#111401(k)-$9.7M - 745 part#035401(k)-$8.7M - 257 part#004401(k)-$8.1M - 1,440 part#016401(k)-$7.9M - 1,017 part#036401(k)-$5.8M - 124 part#054401(k)-$3.8M - 30 part#012401(k)-$2.0M - 10 part#025401(k)-$1.8M - 183 part#049401(k)-$1.8M - 37 part#008401(k)-$1.7M - 162 part#018401(k)-$1.7M - 53 part#013401(k)-$1.6M - 65 part#003401(k)-$953K - 39 part#037401(k)-$945K - 271 part#022401(k)-$821K - 15 part#040401(k)-$786K - 122 part#038401(k)-$241K - 46 part#023401(k)-$131K - 17 part#052401(k)-$109K - 7 part#057401(k)-$55K - 23 part#044403(b)-$31K - 6 part+39 more plans

Retirement portfolio analytics

45 plans aggregated / $1.35B assets / 49,120 participants

Assets by plan

Share of aggregate retirement assets

  • POOLED EMPLOYER 401(K) (#404)$208.4M
  • LOGICAL RETIREMENT SOLUTION (#006)$129.7M
  • FDABUNDANCE PEP (#060)$121.2M
  • AMERICAS 403B PEP (#024)$84.5M
  • GROUP PURCHASE PLAN (#059)$81.8M
  • ADVANTAGE PLAN PEP (#061)$80.9M
  • +39 more
Total $1.35BSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • (Not disclosed)$1.16B
  • AMERICAN TRUST COMPANY$121.2M
  • AT RETIREMENT SERVICES, LLC$72.7M
Total $1.35BSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GOLDEN RETIREMENT PLAN (#010)6,060
  • POOLED EMPLOYER 401(K) (#404)5,319
  • AMERICANTCS 401(K) (#005)2,994
  • POOLED EMPLOYER PLAN (#020)2,644
  • ADVANTAGE PLAN PEP (#061)2,598
  • LOGICAL RETIREMENT SOLUTION (#006)2,456
  • +39 more
Total 49,120Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#404

FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN

401(k)

Assets$208.4M
Participants5,319
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

THE LOGICAL RETIREMENT SOLUTION

401(k)

Assets$129.7M
Participants2,456
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#060

FDABUNDANCE PEP

401(k)

Assets$121.2M
Participants1,177
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#024

AMERICAS 403B PEP

403(b)

Assets$84.5M
Participants2,052
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#059

THE 403(B) GROUP PURCHASE PLAN

403(b)

Assets$81.8M
Participants1,415
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#061

EANJ 401(K) RETIREMENT ADVANTAGE PLAN PEP

401(k)

Assets$80.9M
Participants2,598
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

AMERICANTCS 401(K) PLAN

401(k)

Assets$64.6M
Participants2,994
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

KFG FINANCIAL FREEDOM FUND

401(k)

Assets$61.6M
Participants1,881
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#020

AMERITAS POOLED EMPLOYER PLAN

401(k)

Assets$57.8M
Participants2,644
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009

FLEXIBLE 401(K) POOLED EMPLOYER PLAN

401(k)

Assets$56.3M
Participants1,462
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#334

AMERICAN BISON POOLED EMPLOYER PLAN

401(k)

Assets$53.2M
Participants770
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BLUE HORIZONS POOLED EMPLOYER PLAN

401(k)

Assets$41.0M
Participants673
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#067

TOTAL PLAN ALLIANCE PEP

401(k)

Assets$38.3M
Participants624
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#050

THE ACHIEVE ADVANTAGE 401(K) PLAN

401(k)

Assets$38.2M
Participants2,228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015

SMITH BRUER UNITED 401(K) PLAN

401(k)

Assets$34.3M
Participants596
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BLUESTAR BKS POOLED EMPLOYER PLAN

401(k)

Assets$24.1M
Participants1,109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019

CFS PEP

401(k)

Assets$18.1M
Participants613
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#056

CONCIERGE 401(K) POOLED SAVINGS PLAN

401(k)

Assets$16.5M
Participants1,629
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#405

FLEXPEP(B) POOLED EMPLOYER 403(B) PLAN

403(b)

Assets$16.3M
Participants1,214
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010

GOLDEN RETIREMENT PLAN

401(k)

Assets$15.9M
Participants6,060
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#026

RPS BLUEPRINT

401(k)

Assets$15.6M
Participants2,151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#014

RPS SMARTCOURSE SAVINGS PLAN

401(k)

Assets$14.5M
Participants961
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#041

THE LOGICAL 403(B) SOLUTION

401(k)

Assets$12.1M
Participants1,687
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#027

AMERICAS 401K PEP

401(k)

Assets$10.4M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#111

MARINER SELECT RETIREMENT PLAN

401(k)

Assets$9.7M
Participants745
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#035

CABANA PEP SOLUTION

401(k)

Assets$8.7M
Participants257
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

QUI(K) 401(K) PLAN

401(k)

Assets$8.1M
Participants1,440
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#016

CERITY PARTNERS POOLED EMPLOYER PLAN

401(k)

Assets$7.9M
Participants1,017
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#036

SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN

401(k)

Assets$5.8M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#054

NOTE PEP

401(k)

Assets$3.8M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#012

STRATEGIC INVESTORS POOLED EMPLOYER PLAN

401(k)

Assets$2.0M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#025

STRIVE POOLED EMPLOYER PLAN

401(k)

Assets$1.8M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#049

MYRETIREMENT PLAN POOLED EMPLOYER PLAN

401(k)

Assets$1.8M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

HCM GUIDED RETIREMENT PLAN

401(k)

Assets$1.7M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#018

REVHR 401(K) PLAN

401(k)

Assets$1.7M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#013

MYINVST401K

401(k)

Assets$1.6M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN

401(k)

Assets$953K
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#037

STRATEGIES FOR WEALTH PEP

401(k)

Assets$945K
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

APEX WEALTH PARTNERS PEP

401(k)

Assets$821K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#040

CORNERSTONEPEO PEP

401(k)

Assets$786K
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#038

LAWLEY RETIREWISE POOLED EMPLOYER PLAN

401(k)

Assets$241K
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#023

AFG PEP

401(k)

Assets$131K
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#052

RENO + SPARKS CHAMBER OF COMMERCE 401K PEP

401(k)

Assets$109K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#057

HORIZON PEP

401(k)

Assets$55K
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#044

THE ACHIEVE ADVANTAGE 403(B) PEP

403(b)

Assets$31K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

45 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#404FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN401(k)$208.4M5,3192025
#006THE LOGICAL RETIREMENT SOLUTION401(k)$129.7M2,4562025
#060FDABUNDANCE PEP401(k)$121.2M1,1772025
#024AMERICAS 403B PEP403(b)$84.5M2,0522025
#059THE 403(B) GROUP PURCHASE PLAN403(b)$81.8M1,4152025
#061EANJ 401(K) RETIREMENT ADVANTAGE PLAN PEP401(k)$80.9M2,5982025
#005AMERICANTCS 401(K) PLAN401(k)$64.6M2,9942025
#007KFG FINANCIAL FREEDOM FUND401(k)$61.6M1,8812025
#020AMERITAS POOLED EMPLOYER PLAN401(k)$57.8M2,6442025
#009FLEXIBLE 401(K) POOLED EMPLOYER PLAN401(k)$56.3M1,4622025
#334AMERICAN BISON POOLED EMPLOYER PLAN401(k)$53.2M7702025
#001BLUE HORIZONS POOLED EMPLOYER PLAN401(k)$41.0M6732025
#067TOTAL PLAN ALLIANCE PEP401(k)$38.3M6242025
#050THE ACHIEVE ADVANTAGE 401(K) PLAN401(k)$38.2M2,2282025
#015SMITH BRUER UNITED 401(K) PLAN401(k)$34.3M5962025
#002BLUESTAR BKS POOLED EMPLOYER PLAN401(k)$24.1M1,1092025
#019CFS PEP401(k)$18.1M6132025
#056CONCIERGE 401(K) POOLED SAVINGS PLAN401(k)$16.5M1,6292025
#405FLEXPEP(B) POOLED EMPLOYER 403(B) PLAN403(b)$16.3M1,2142024
#010GOLDEN RETIREMENT PLAN401(k)$15.9M6,0602025
#026RPS BLUEPRINT401(k)$15.6M2,1512025
#014RPS SMARTCOURSE SAVINGS PLAN401(k)$14.5M9612025
#041THE LOGICAL 403(B) SOLUTION401(k)$12.1M1,6872025
#027AMERICAS 401K PEP401(k)$10.4M1382025
#111MARINER SELECT RETIREMENT PLAN401(k)$9.7M7452025
#035CABANA PEP SOLUTION401(k)$8.7M2572025
#004QUI(K) 401(K) PLAN401(k)$8.1M1,4402025
#016CERITY PARTNERS POOLED EMPLOYER PLAN401(k)$7.9M1,0172025
#036SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN401(k)$5.8M1242025
#054NOTE PEP401(k)$3.8M302025
#012STRATEGIC INVESTORS POOLED EMPLOYER PLAN401(k)$2.0M102025
#025STRIVE POOLED EMPLOYER PLAN401(k)$1.8M1832025
#049MYRETIREMENT PLAN POOLED EMPLOYER PLAN401(k)$1.8M372025
#008HCM GUIDED RETIREMENT PLAN401(k)$1.7M1622025
#018REVHR 401(K) PLAN401(k)$1.7M532025
#013MYINVST401K401(k)$1.6M652025
#003DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN401(k)$953K392025
#037STRATEGIES FOR WEALTH PEP401(k)$945K2712025
#022APEX WEALTH PARTNERS PEP401(k)$821K152025
#040CORNERSTONEPEO PEP401(k)$786K1222025
#038LAWLEY RETIREWISE POOLED EMPLOYER PLAN401(k)$241K462025
#023AFG PEP401(k)$131K172025
#052RENO + SPARKS CHAMBER OF COMMERCE 401K PEP401(k)$109K72025
#057HORIZON PEP401(k)$55K232025
#044THE ACHIEVE ADVANTAGE 403(B) PEP403(b)$31K62025
  • FLEXPEP(K) POOLED EMPLOYER 401(K) PLAN$208.4M
    #404 · 401(k) · 20255,319
  • THE LOGICAL RETIREMENT SOLUTION$129.7M
    #006 · 401(k) · 20252,456
  • FDABUNDANCE PEP$121.2M
    #060 · 401(k) · 20251,177
  • AMERICAS 403B PEP$84.5M
    #024 · 403(b) · 20252,052
  • THE 403(B) GROUP PURCHASE PLAN$81.8M
    #059 · 403(b) · 20251,415
  • EANJ 401(K) RETIREMENT ADVANTAGE PLAN PEP$80.9M
    #061 · 401(k) · 20252,598
  • AMERICANTCS 401(K) PLAN$64.6M
    #005 · 401(k) · 20252,994
  • KFG FINANCIAL FREEDOM FUND$61.6M
    #007 · 401(k) · 20251,881
  • AMERITAS POOLED EMPLOYER PLAN$57.8M
    #020 · 401(k) · 20252,644
  • FLEXIBLE 401(K) POOLED EMPLOYER PLAN$56.3M
    #009 · 401(k) · 20251,462
  • AMERICAN BISON POOLED EMPLOYER PLAN$53.2M
    #334 · 401(k) · 2025770
  • BLUE HORIZONS POOLED EMPLOYER PLAN$41.0M
    #001 · 401(k) · 2025673
  • TOTAL PLAN ALLIANCE PEP$38.3M
    #067 · 401(k) · 2025624
  • THE ACHIEVE ADVANTAGE 401(K) PLAN$38.2M
    #050 · 401(k) · 20252,228
  • SMITH BRUER UNITED 401(K) PLAN$34.3M
    #015 · 401(k) · 2025596
  • BLUESTAR BKS POOLED EMPLOYER PLAN$24.1M
    #002 · 401(k) · 20251,109
  • CFS PEP$18.1M
    #019 · 401(k) · 2025613
  • CONCIERGE 401(K) POOLED SAVINGS PLAN$16.5M
    #056 · 401(k) · 20251,629
  • FLEXPEP(B) POOLED EMPLOYER 403(B) PLAN$16.3M
    #405 · 403(b) · 20241,214
  • GOLDEN RETIREMENT PLAN$15.9M
    #010 · 401(k) · 20256,060
  • RPS BLUEPRINT$15.6M
    #026 · 401(k) · 20252,151
  • RPS SMARTCOURSE SAVINGS PLAN$14.5M
    #014 · 401(k) · 2025961
  • THE LOGICAL 403(B) SOLUTION$12.1M
    #041 · 401(k) · 20251,687
  • AMERICAS 401K PEP$10.4M
    #027 · 401(k) · 2025138
  • MARINER SELECT RETIREMENT PLAN$9.7M
    #111 · 401(k) · 2025745
  • CABANA PEP SOLUTION$8.7M
    #035 · 401(k) · 2025257
  • QUI(K) 401(K) PLAN$8.1M
    #004 · 401(k) · 20251,440
  • CERITY PARTNERS POOLED EMPLOYER PLAN$7.9M
    #016 · 401(k) · 20251,017
  • SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN$5.8M
    #036 · 401(k) · 2025124
  • NOTE PEP$3.8M
    #054 · 401(k) · 202530
  • STRATEGIC INVESTORS POOLED EMPLOYER PLAN$2.0M
    #012 · 401(k) · 202510
  • STRIVE POOLED EMPLOYER PLAN$1.8M
    #025 · 401(k) · 2025183
  • MYRETIREMENT PLAN POOLED EMPLOYER PLAN$1.8M
    #049 · 401(k) · 202537
  • HCM GUIDED RETIREMENT PLAN$1.7M
    #008 · 401(k) · 2025162
  • REVHR 401(K) PLAN$1.7M
    #018 · 401(k) · 202553
  • MYINVST401K$1.6M
    #013 · 401(k) · 202565
  • DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN$953K
    #003 · 401(k) · 202539
  • STRATEGIES FOR WEALTH PEP$945K
    #037 · 401(k) · 2025271
  • APEX WEALTH PARTNERS PEP$821K
    #022 · 401(k) · 202515
  • CORNERSTONEPEO PEP$786K
    #040 · 401(k) · 2025122
  • LAWLEY RETIREWISE POOLED EMPLOYER PLAN$241K
    #038 · 401(k) · 202546
  • AFG PEP$131K
    #023 · 401(k) · 202517
  • RENO + SPARKS CHAMBER OF COMMERCE 401K PEP$109K
    #052 · 401(k) · 20257
  • HORIZON PEP$55K
    #057 · 401(k) · 202523
  • THE ACHIEVE ADVANTAGE 403(B) PEP$31K
    #044 · 403(b) · 20256
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica