ADVISORTRUST, INC.
ADVISORTRUST, INC. (EIN 46-4091337) has filed 7 Form 5500 plans with the U.S. Department of Labor, covering $199.8M in plan assets and 7,470 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 46-4091337
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| 401(K) SIMPLIFIED FLEXIBLE | 002 | 5,104 | $157.4M |
| ASSETMARK POOLED EMPLOYER PLAN | 004 | 1,198 | $23.4M |
| 401(K) SIMPLIFIED | 001 | 543 | $18.9M |
| THE CAPITAL GROUP MASTER RETIREMENT PLAN | 003 | 189 | $0 |
| STRATEGIC POOLED EMPLOYER PLAN | 005 | 108 | $0 |
| ADVANTAGE 401(K) PROGRAM POOLED EMPLOYER PLAN | 007 | 152 | $0 |
| INDEPENDENT POOLED EMPLOYER PLAN | 006 | 176 | $0 |
Service providers reported by ADVISORTRUST, INC.
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
46-4091337 is the Employer Identification Number (EIN) ADVISORTRUST, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on South Dakota EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?