Plan Snapshot
- Plan Sponsor: Advisortrust, INC.
- Sponsor EIN: 464091337
- Sponsor Address: 212 S. MAIN ST. SUITE 123, SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 189 | $5.4M | $581,001 | $1.4M |
| 2023 | 124 | $2.6M | $326,130 | $913,260 |
| 2022 | 75 | $769,581 | $142,910 | $477,577 |