The Capital Group Master Retirement Plan — Form 5500 plan (Advisortrust, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Capital Group Master Retirement Plan is a benefit plan reported by Advisortrust, Inc. under EIN 46-4091337 and plan number 003. The latest loaded filing year is 2023. The filing reports 92 participants and $2,639,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advisortrust, Inc.
- EIN
- 46-4091337
- Plan number
- 003
- Plan type
- 3
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $2,639,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20250814091205NAL0009752833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,639,900
- Net assets (EOY)
- $2,639,900
- Net assets (BOY)
- $769,581
Income & contributions
- Employer contributions
- $326,130
- Participant contributions
- $913,260
- Total income / additions
- $1,928,520
Expenses & distributions
- Benefits paid
- $41,410
- Administrative expenses
- $16,503
- Total expenses
- $58,201
- Net increase / (decrease)
- $1,870,319
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.