2023 Form 5500 filing — The Achieve Advantage 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015145303NAL0014888899001) for The Achieve Advantage 401(K) Plan, reported by American Tcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 003. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$16.2MReported net assets$16,249,945
Participants482
Provider compensation$66.5K3 Schedule C row(s)$66,466
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015145303NAL0014888899001
- Plan sponsor
- American Tcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 003
- Location
- Pittsburgh, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.2M total assets
Net assets$16.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,249,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,249,945
- Employer contributions
- $591,727
- Participant contributions
- $1,710,068
- Total income / additions
- $4,549,523
- Benefits paid
- $1,351,496
- Administrative expenses
- $66,466
- Total expenses
- $1,466,314
- Net increase / (decrease)
- $3,083,209
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $46,108 | not reported in the loaded dataset |
| At Retirement Services, LLC | NONE | $20,358 | not reported in the loaded dataset |
| Americantcs Fiduciary Services, LLC | NONE | $0 | not reported in the loaded dataset |