Americantcs Fiduciary Services 401(k) match, vesting and fees

Plan year 2024 filingGolden Retirement Plan · Plan 010 · EIN 93-2789379Updated Oct 2026

What Americantcs Fiduciary Services' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $1.1M in employer contributions, about $531 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$4,907
Average account balance
4,283
Participants (end of year)
$10M
Plan assets (end of year)
2.46%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorFrazier & Deeter, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule 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.

Americantcs Fiduciary Services: employer contribution per participant$531
Peer median$2,966
Americantcs Fiduciary Services: average balance$4,907
Peer median$104,792
Americantcs Fiduciary Services: admin expenses ÷ assets2.46%
Peer median0.10%

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 $6.8M at the end of plan year 2023 to $10M at the end of plan year 2024.

$6.8M2023$10M2024
End-of-year figures from each plan year's Form 5500 filing for the Americantcs Fiduciary Services plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20244,283$10M$1.1M$5312.46%Not publishedForm 5500 ↗
20233,721$6.8M$942K$4773.11%Not publishedForm 5500 ↗

Other Americantcs Fiduciary Services plans (33)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Americantcs 401(k) Plan

Plan 005 · EIN 93-2789379 · plan year 2024 filing
$36,416
Average account balance
3,341
Participants (end of year)
$54.2M
Plan assets (end of year)
0.91%
Admin expenses ÷ assets

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.

RecordkeeperAt Retirement Services, LLCSchedule C ↗
Independent auditorThomas Judy & Tucker, P.A. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

The Achieve Advantage 401(k) Plan

Plan 050 · EIN 93-2789379 · plan year 2024 filing
$23,456
Average account balance
2,203
Participants (end of year)
$30M
Plan assets (end of year)
0.67%
Admin expenses ÷ assets

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.

RecordkeeperAt Retirement Services, LLCSchedule C ↗
Independent auditorSchmidtlein & Associates, Cpa'S P.A (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

The Logical Retirement Solution

Plan 006 · EIN 93-2789379 · plan year 2024 filing
$69,575
Average account balance
2,052
Participants (end of year)
$90.8M
Plan assets (end of year)
0.67%
Admin expenses ÷ assets

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.

RecordkeeperAt Retirement Services, LLCSchedule C ↗
Independent auditorSchmidtlein & Associates, Cpa'S P.A (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Kfg Financial Freedom Fund

Plan 007 · EIN 93-2789379 · plan year 2024 filing
$76,099
Average account balance
1,524
Participants (end of year)
$51.8M
Plan assets (end of year)
1.01%
Admin expenses ÷ assets

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.

RecordkeeperCpi Qualified Plan Consultants, IncSchedule C ↗
Independent auditorSchmidtlein & Associates, Cpa'S PA (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Flexible 401(k) Pooled Employer Plan

Plan 009 · EIN 93-2789379 · plan year 2024 filing
$58,662
Average account balance
1,435
Participants (end of year)
$58.6M
Plan assets (end of year)
0.68%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorTempleton & Company (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Ameritas Pooled Employer Plan

Plan 020 · EIN 93-2789379 · plan year 2024 filing
$42,773
Average account balance
1,345
Participants (end of year)
$37.5M
Plan assets (end of year)
0.44%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Rps Blueprint

Plan 026 · EIN 93-2789379 · plan year 2024 filing
$9,422
Average account balance
1,235
Participants (end of year)
$5.7M
Plan assets (end of year)
0.84%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Mariner Select Retirement Plan

Plan 111 · EIN 93-2789379 · plan year 2024 filing
$18,636
Average account balance
1,071
Participants (end of year)
$7.9M
Plan assets (end of year)
1.16%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorThomas, Judy & Tucker, P.A. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Bluestar Bks Pooled Employer Plan

Plan 002 · EIN 93-2789379 · plan year 2024 filing
$37,529
Average account balance
958
Participants (end of year)
$14.5M
Plan assets (end of year)
0.75%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorThomas, Judy & Tucker PA (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Qui(K) 401(k) Plan

Plan 004 · EIN 93-2789379 · plan year 2024 filing
$50,023
Average account balance
942
Participants (end of year)
$22.3M
Plan assets (end of year)
0.91%
Admin expenses ÷ assets

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.

RecordkeeperAt Retirment SevicesSchedule C ↗
Independent auditorThomas, Judy & Tucker (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Fdabundance Pep

Plan 060 · EIN 93-2789379 · plan year 2024 filing
$121,133
Average account balance
921
Participants (end of year)
$97M
Plan assets (end of year)
0.29%
Admin expenses ÷ assets

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.

RecordkeeperUnified Trust CompanySchedule C ↗
Independent auditorSchmidtlein & Associates, Cpa'S, PA (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Blue Horizons Pooled Employer Plan

Plan 001 · EIN 93-2789379 · plan year 2024 filing
$51,104
Average account balance
824
Participants (end of year)
$29.6M
Plan assets (end of year)
0.43%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorFrazier & Deeter LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Rps Smartcourse Savings Plan

Plan 014 · EIN 93-2789379 · plan year 2024 filing
$40,309
Average account balance
741
Participants (end of year)
$10.1M
Plan assets (end of year)
1.01%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorFrazier & Deeter, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Smith Bruer United 401(k) Plan

Plan 015 · EIN 93-2789379 · plan year 2024 filing
$64,317
Average account balance
638
Participants (end of year)
$29.7M
Plan assets (end of year)
0.82%
Admin expenses ÷ assets

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.

RecordkeeperAt Retirement Services, LLCSchedule C ↗
Independent auditorThomas Judy & Tucker, P.A. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Flexpep(K) Pooled Employer 401(k) Plan

Plan 404 · EIN 93-2789379 · plan year 2024 filing
$105,221
Average account balance
636
Participants (end of year)
$41.7M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

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.

Independent auditorTempleton & Company (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Cerity Partners Pooled Employer Plan

Plan 016 · EIN 93-2789379 · plan year 2024 filing
$10,348
Average account balance
557
Participants (end of year)
$3.7M
Plan assets (end of year)
1.75%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorTempleton & Company, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Cfs Pep

Plan 019 · EIN 93-2789379 · plan year 2024 filing
$38,678
Average account balance
462
Participants (end of year)
$10.8M
Plan assets (end of year)
1.18%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorFrazier & Deeter LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Hcm Guided Retirement Plan

Plan 008 · EIN 93-2789379 · plan year 2024 filing
$13,419
Average account balance
200
Participants (end of year)
$1.4M
Plan assets (end of year)
2.82%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Strive Pooled Employer Plan

Plan 025 · EIN 93-2789379 · plan year 2024 filing
$11,091
Average account balance
161
Participants (end of year)
$1.3M
Plan assets (end of year)
0.39%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Socially Responsible Pooled Employer Plan

Plan 036 · EIN 93-2789379 · plan year 2024 filing
$41,243
Average account balance
121
Participants (end of year)
$4.5M
Plan assets (end of year)
0.86%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗

Cabana Pep Solution

Plan 035 · EIN 93-2789379 · plan year 2024 filing
$115,750
Average account balance
113
Participants (end of year)
$6.5M
Plan assets (end of year)
0.30%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗

Americas 401k Pep

Plan 027 · EIN 93-2789379 · plan year 2024 filing
$84,814
Average account balance
103
Participants (end of year)
$8.7M
Plan assets (end of year)
0.26%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Lawley Retirewise Pooled Employer Plan

Plan 038 · EIN 93-2789379 · plan year 2024 filing
$9,371
Average account balance
76
Participants (end of year)
$94K
Plan assets (end of year)
1.81%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Myinvst401k

Plan 013 · EIN 93-2789379 · plan year 2024 filing
$25,712
Average account balance
55
Participants (end of year)
$1.1M
Plan assets (end of year)
1.20%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Revhr 401(k) Plan

Plan 018 · EIN 93-2789379 · plan year 2024 filing
$66,626
Average account balance
38
Participants (end of year)
$1.4M
Plan assets (end of year)
1.43%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗

Dynamique Advantage 401(k) Pooled Employer Plan

Plan 003 · EIN 93-2789379 · plan year 2024 filing
$37,425
Average account balance
37
Participants (end of year)
$636K
Plan assets (end of year)
1.46%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Afg Pep

Plan 023 · EIN 93-2789379 · plan year 2024 filing
$3,269
Average account balance
16
Participants (end of year)
$39K
Plan assets (end of year)
3.37%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Apex Wealth Partners Pep

Plan 022 · EIN 93-2789379 · plan year 2024 filing
$93,476
Average account balance
15
Participants (end of year)
$654K
Plan assets (end of year)
0.19%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Strategic Investors Pooled Employer Plan

Plan 012 · EIN 93-2789379 · plan year 2024 filing
$226,348
Average account balance
8
Participants (end of year)
$1.6M
Plan assets (end of year)
0.13%
Admin expenses ÷ assets

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Myretirement Plan Pooled Employer Plan

Plan 049 · EIN 93-2789379 · plan year 2024 filing
$1,198
Average account balance
7
Participants (end of year)
$8,389
Plan assets (end of year)
$0
Employer contribution per participant

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 status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Americas 403b Pep

Plan 024 · EIN 93-2789379 · plan year 2024 filing
$51,584
Average account balance
1,776
Participants (end of year)
$73.2M
Plan assets (end of year)
0.32%
Admin expenses ÷ assets

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.

RecordkeeperAmeritas Life Insurance CorpSchedule C ↗
Independent auditorThomas, Judy & Tucker PA (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

Flexpep(B) Pooled Employer 403(b) Plan

Plan 405 · EIN 93-2789379 · plan year 2024 filing
$36,866
Average account balance
1,214
Participants (end of year)
$16.3M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

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.

Independent auditorFrazier & Deeter, LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

Cornerstonepeo Pep

Plan 040 · EIN 93-2789379 · plan year 2024 filing
$105,571
Average account balance
20
Participants (end of year)
$845K
Plan assets (end of year)
0.63%
Admin expenses ÷ assets

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 statusRetirement · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule I ↗

Common questions

Does Americantcs Fiduciary Services match 401(k) contributions?

The match terms for the Golden Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $531 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Americantcs Fiduciary Services 401(k) match vested?

The vesting schedule for the Golden Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Americantcs Fiduciary Services 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Americantcs Fiduciary Services, LLC.

I left Americantcs Fiduciary Services. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Americantcs Fiduciary Services, LLC, (877) 514-5600) or the recordkeeper, Ameritas Life Insurance Corp. The Americantcs Fiduciary Services old 401(k) page lists the contacts from every plan filing. Find an old Americantcs Fiduciary Services 401(k)

Data from the public Form 5500 annual reports Americantcs Fiduciary Services 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 Americantcs Fiduciary Services. Not financial advice. Report a correction · Methodology