Kelly Durante signed Advisortrust, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advisortrust, Inc.'s EIN is 46-4091337.
Download the official 2024 Form 5500 (PDF) for Advisortrust, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisortrust, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW SQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $14K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
