Plan Snapshot
- Plan Sponsor: Advisortrust, INC. (EIN 464091337)
- Plan Type: 401(k)
- Total Participants: 5,104
- Total Assets: $157.4M
- Sponsor State: SD
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,104 | $157.4M | $7.3M | $11.1M |
| 2023 | 3,007 | $75.5M | $6.1M | $8.3M |
| 2022 | 1,736 | $33.5M | $2.2M | $3.9M |
Service Providers
- JONES SIMKINS LLC — Accountant / Independent Qualified Public Accountant