Advisor360 401(K) P/S Plan — Form 5500 plan (Advisor360)
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, Advisor360 401(K) P/S Plan is a benefit plan reported by Advisor360 under EIN 83-1740964 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $81,416,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advisor360
- EIN
- 83-1740964
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, MA
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $81,416,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241014080520NAL0014629283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,416,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,416,623
- Net assets (BOY)
- $59,767,644
Income & contributions
- Employer contributions
- $3,031,205
- Participant contributions
- $7,941,273
- Total contributions
- $12,574,924
- Total income / additions
- $25,983,669
Expenses & distributions
- Benefits paid
- $3,141,783
- Administrative expenses
- $5,939
- Total expenses
- $3,148,880
- Net increase / (decrease)
- $22,834,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $15,127 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,174 | $0 | 2023 |