# STRATEGIC POOLED EMPLOYER PLAN

Retirement plan sponsored by **ADVISORTRUST, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ADVISORTRUST, INC. |
| EIN | 464091337 |
| Plan number | 005 |
| Plan year | 2025 |
| Location | SIOUX FALLS, SD |
| Industry | financial services |
| Total assets (end of year) | $21.8M |
| Participants | 125 |

## Other plans from this sponsor

- 401(K) SIMPLIFIED FLEXIBLE: https://planoptica.com/retirement/464091337-002
- ASSETMARK POOLED EMPLOYER PLAN: https://planoptica.com/retirement/464091337-004
- INDEPENDENT POOLED EMPLOYER PLAN: https://planoptica.com/retirement/464091337-006
- 401(K) SIMPLIFIED: https://planoptica.com/retirement/464091337-001
- THE CAPITAL GROUP MASTER RETIREMENT PLAN: https://planoptica.com/retirement/464091337-003
- ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN: https://planoptica.com/retirement/464091337-007

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/464091337-005
- Cite as: PlanOptica, https://planoptica.com/retirement/464091337-005
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers