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  2. AMERICANTCS FIDUCIARY SERVICES, LLC
Sponsor portfolio

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN 93-2789379-Finance and Insurance-Latest filing 2024
Plans
34
Retirement
34
$724.1M assets
Welfare
0
Participants
29,128
1251 WATERFRONT PLACE, SUITE 525 - PITTSBURGH, PA 15222877-514-5600
Plans on this EIN
34 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#014401k-$10.1M - 741 part#010401k-$10.0M - 4,283 part#027401k-$8.7M - 103 part#111401k-$7.9M - 1,071 part#035401k-$6.5M - 113 part#026401k-$5.7M - 1,235 part#036401k-$4.5M - 121 part#016401k-$3.7M - 557 part#012401k-$1.6M - 8 part#018401k-$1.4M - 38 part#008401k-$1.4M - 200 part#025401k-$1.3M - 161 part#013401k-$1.1M - 55 part#040OtherDC-$845K - 20 part#022401k-$654K - 15 part#003401k-$636K - 37 part#038401k-$94K - 76 part#023401k-$39K - 16 part#049401k-$8K - 7 part

Retirement portfolio analytics

34 plans aggregated / $724.1M assets / 29,128 participants

Assets by plan

Share of aggregate retirement assets

13%top
  • FDABUNDANCE PEP (#060)13%
  • LOGICAL RETIREMENT SOLUTION (#006)13%
  • AMERICAS 403B PEP (#024)10%
  • POOLED EMPLOYER PLAN (#009)8%
  • AMERICANTCS 401(K) (#005)7%
  • +3 more
Total $724.1MClick 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 $724.1MClick 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
  • +28 more
Total 29,128Click 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
Inside the deep dive
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#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#027

AMERICAS 401K PEP

401k

Assets$8.7M
Participants103
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#035

CABANA PEP SOLUTION

401k

Assets$6.5M
Participants113
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#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$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#018

REVHR 401(K) PLAN

401k

Assets$1.4M
Participants38
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#025

STRIVE POOLED EMPLOYER PLAN

401k

Assets$1.3M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#013

MYINVST401K

401k

Assets$1.1M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#040

CORNERSTONEPEO PEP

OtherDC

Assets$845K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#022

APEX WEALTH PARTNERS PEP

401k

Assets$654K
Participants15
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$636K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#038

LAWLEY RETIREWISE POOLED EMPLOYER PLAN

401k

Assets$94K
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#023

AFG PEP

401k

Assets$39K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#049

MYRETIREMENT PLAN POOLED EMPLOYER PLAN

401k

Assets$8K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans34

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
014RPS SMARTCOURSE SAVINGS PLAN401k$10.1M7412024
010GOLDEN RETIREMENT PLAN401k$10.0M4,2832024
027AMERICAS 401K PEP401k$8.7M1032024
111MARINER SELECT RETIREMENT PLAN401k$7.9M1,0712024
035CABANA PEP SOLUTION401k$6.5M1132024
026RPS BLUEPRINT401k$5.7M1,2352024
036SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN401k$4.5M1212024
016CERITY PARTNERS POOLED EMPLOYER PLAN401k$3.7M5572024
012STRATEGIC INVESTORS POOLED EMPLOYER PLAN401k$1.6M82024
018REVHR 401(K) PLAN401k$1.4M382024
008HCM GUIDED RETIREMENT PLAN401k$1.4M2002024
025STRIVE POOLED EMPLOYER PLAN401k$1.3M1612024
013MYINVST401K401k$1.1M552024
040CORNERSTONEPEO PEPOtherDC$845K202024
022APEX WEALTH PARTNERS PEP401k$654K152024
003DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN401k$636K372024
038LAWLEY RETIREWISE POOLED EMPLOYER PLAN401k$94K762024
023AFG PEP401k$39K162024
049MYRETIREMENT PLAN POOLED EMPLOYER PLAN401k$8K72024
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