Plan5500

401(K) Simplified Flexible — 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, 401(K) Simplified Flexible is a benefit plan reported by Advisortrust, Inc. under EIN 46-4091337 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,240 participants and $75,541,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advisortrust, Inc.
EIN
46-4091337
Plan number
002
Plan type
3
Location
Sioux Falls, SD
Latest filing year
2023
Participants
3,240
End-of-year plan assets
$75,541,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,240H, C20251231113410NAL0029012064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,541,450
Total liabilities (EOY)
$12,288
Net assets (EOY)
$75,529,162
Net assets (BOY)
$33,517,297

Income & contributions

Employer contributions
$6,122,212
Participant contributions
$8,321,788
Total contributions
$15,283,916
Total income / additions
$25,366,315

Expenses & distributions

Benefits paid
$6,614,640
Administrative expenses
$374,181
Total expenses
$7,059,140
Net increase / (decrease)
$18,307,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$171,309not reported in the loaded dataset2023
Drive Wealth AdvisersINVESTMENT ADVISORY$128,001not reported in the loaded dataset2023
Soltis Investment Advisors, LLCINVESTMENT ADVISORY$44,436not reported in the loaded dataset2023
Decisionpoint Financial, LLCINVESTMENT ADVISORY$20,341not reported in the loaded dataset2023
Forum Financial Management, LpINVESTMENT ADVISORY$10,094not reported in the loaded dataset2023

Related Form 5500 pages