Advisortrust 401(k) match, vesting and fees
What Advisortrust's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement LLC | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Advisortrust: employer contribution per participant | $2,313 | |
| Peer median | $2,966 |
| Advisortrust: average balance | $48,822 | |
| Peer median | $104,792 |
| Advisortrust: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $75.5M at the end of plan year 2023 to $159M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,743 | $159M | $7.5M | $2,313 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 3,540 | $75.5M | $6.1M | $2,692 | 0.69% | Not published | Form 5500 ↗ |
Other Advisortrust plans (6)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Assetmark Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement LLC | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
401(k) Simplified
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement LLC | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The Capital Group Master Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Independent Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Advantage 401(k) Program Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Strategic Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Advisortrust match 401(k) contributions?
The match terms for the 401(k) Simplified Flexible have not been published from its filing yet. The plan year 2024 filing reports $7.5M in employer contributions, about $2,313 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Advisortrust 401(k) match vested?
The vesting schedule for the 401(k) Simplified Flexible is not in the data published so far. Your Summary Plan Description states it.
Who manages the Advisortrust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pcs Retirement LLC. The plan administrator is Advisortrust, Inc..
I left Advisortrust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Advisortrust, Inc., (866) 928-9043) or the recordkeeper, Pcs Retirement LLC. The Advisortrust old 401(k) page lists the contacts from every plan filing. Find an old Advisortrust 401(k)
Data from the public Form 5500 annual reports Advisortrust filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Advisortrust. Not financial advice. Report a correction · Methodology