Plan Snapshot
- Plan Sponsor: Advisortrust, INC.
- Sponsor EIN: 464091337
- Sponsor Address: 212 S MAIN ST., SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 5,104
- Total Assets: $157.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
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 (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JONES SIMKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $553,338 | $446,744 | $106,594 | — | — |
| 2023 | $374,181 | $202,872 | $171,309 | — | — |
| 2022 | $143,953 | — | $143,953 | — | — |