Search public Form 5500 filings

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Companies

companyAdvisortrust, Inc.
EIN: 46-4091337Location: SDPlans: 7Latest: 2023

Plans

plan401(K) Simplified FlexibleFinancial statementProvider compensation2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 002Participants: 3,240Assets: $75,541,450Location: Sioux Falls, SDLatest: 2023
planStrategic Pooled Employer PlanFinancial statement2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 005Participants: 83Assets: $13,174,384Location: Sioux Falls, SDLatest: 2023
planAssetmark Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 004Participants: 679Assets: $12,817,946Location: Sioux Falls, SDLatest: 2023
planIndependent Pooled Employer PlanFinancial statement2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 006Participants: 71Assets: $9,763,620Location: Sioux Falls, SDLatest: 2023
planThe Capital Group Master Retirement PlanFinancial statement2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 003Participants: 92Assets: $2,639,900Location: Sioux Falls, SDLatest: 2023
planAdvantage 401(K) Program Pooled Employer PlanFinancial statement2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 007Participants: 120Assets: $811,384Location: Sioux Falls, SDLatest: 2023
plan401(K) SimplifiedFinancial statement2023 filing
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 001Participants: 0Assets: not reported in the loaded datasetLocation: Sioux Falls, SDLatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — 401(K) Simplified
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 001Ack ID: 20241009151132NAL0018621073001
filing2023 Form 5500 — 401(K) Simplified Flexible
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 002Ack ID: 20251231113410NAL0029012064001
filing2023 Form 5500 — The Capital Group Master Retirement Plan
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 003Ack ID: 20250814091205NAL0009752833001
filing2023 Form 5500 — Assetmark Pooled Employer Plan
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 004Ack ID: 20251103154428NAL0015667362001
filing2023 Form 5500 — Strategic Pooled Employer Plan
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 005Ack ID: 20240909145339NAL0007930224001
filing2023 Form 5500 — Independent Pooled Employer Plan
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 006Ack ID: 20240905151702NAL0038990512001
filing2023 Form 5500 — Advantage 401(K) Program Pooled Employer Plan
Sponsor: Advisortrust, Inc.EIN: 46-4091337Plan: 007Ack ID: 20240909145304NAL0007928112001

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