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: 108
- Total Assets: $15.9M
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 | 108 | $15.9M | $373,613 | $952,726 |
| 2023 | 126 | $13.2M | $218,286 | $543,431 |
| 2022 | 0 | $0 | $0 | $0 |