How big is Advisers Trust, LLC's plan?

Advisers Trust, LLC's plan reported $396K in assets and 5 participants for 2024.

Original filing (PDF)20250519112828NAL0002571186001

Advisers Trust, LLC

Name: Advisers Trust, LLC — Advisers Trust, LLC 401(k), Form 5500 (2024)
Creator: Advisers Trust, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisers Trust, LLC 401(k) Plan

401(k) retirement plan · Advisers Trust, LLC's Advisers Trust, LLC 401(k) Plan held $396K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

Allyson Batlle signed Advisers Trust, LLC's 2024 Form 5500 as plan administrator.

Allyson Batlle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advisers Trust, LLC's EIN is 20-2077532.

EIN 20-2077532

Plan number 002

Plan year 2024

ACK ID 20250519112828NAL0002571186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advisers Trust, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advisers Trust, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVISERS TRUST, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score