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: 152
- Total Assets: $1.4M
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 | 152 | $1.4M | $247,027 | $366,655 |
| 2023 | 123 | $811,384 | $244,624 | $292,075 |
| 2022 | 101 | $208,825 | $38,592 | $165,959 |