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: 1,198
- Total Assets: $23.4M
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 | 1,198 | $23.4M | $2.1M | $3.7M |
| 2023 | 780 | $12.8M | $1.3M | $2.2M |
| 2022 | 546 | $6.1M | $586,490 | $1.0M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $267,395 | $84,548 | $182,847 | — | — |
| 2023 | $102,402 | $27,881 | $74,521 | — | — |
| 2022 | $43,303 | — | $43,303 | — | — |