The Achieve Advantage 401(K) Plan — Form 5500 plan (At Retirement Services)
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 Achieve Advantage 401(K) Plan is a benefit plan reported by At Retirement Services under EIN 83-3455979 and plan number 003. The latest loaded filing year is 2023. The filing reports 482 participants and $16,249,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- At Retirement Services
- EIN
- 83-3455979
- Plan number
- 003
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $16,249,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20250305140950NAL0004553203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,249,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,249,945
- Net assets (BOY)
- $4,784,100
Income & contributions
- Employer contributions
- $591,727
- Participant contributions
- $1,710,068
- Total contributions
- $2,373,330
- Total income / additions
- $4,549,523
Expenses & distributions
- Benefits paid
- $1,351,496
- Administrative expenses
- $66,466
- Total expenses
- $1,466,314
- Net increase / (decrease)
- $3,083,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | NONE | $46,108 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | NONE | $20,358 | not reported in the loaded dataset | 2023 |
| Americantcs Fiduciary Services, LLC | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for At Retirement Services
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Global Retirement Partners — Schedule C compensation
- At Retirement Services, LLC — Schedule C compensation
- Americantcs Fiduciary Services, LLC — Schedule C compensation