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, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS, LLC | — | SAINT GEORGE, UT | INVESTMENT ADVISORY | $403K | — |
| DECISIONPOINT FINANCIAL, LLC | — | MESA, AZ | INVESTMENT ADVISORY | $20K | — |
| FORUM FINANCIAL MANAGEMENT, LP | — | LOMBARD, IL | INVESTMENT ADVISORY | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $155.6M | 98.9% | |
| SIA TARGET DATE 2035 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.2% | |
| SIA TARGET DATE 2030 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.1% | |
| SIA TARGET DATE 2040 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.0% | |
| SIA TARGET DATE 2045 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| SIA TARGET DATE 2050 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $890K | 0.6% | |
| SIA TARGET DATE 2025 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $746K | 0.5% | |
| SIA GLOBAL GROWTH ALTA TRUST COMPANY · EIN 83-1466030 / PN 001 | Common Collective Trust | — | — | $531K | 0.3% | |
| SIA TARGET DATE 2055 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $454K | 0.3% | |
| SIA TARGET DATE 2060 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $377K | 0.2% | |
| SIA BALANCED MODERATE ALTA TRUST COMPANY · EIN 83-1512343 / PN 001 | Common Collective Trust | — | — | $369K | 0.2% | |
| SIA BALANCED CONSERVATIVE ALTA TRUST COMPANY · EIN 83-1527285 / PN 001 | Common Collective Trust | — | — | $191K | 0.1% | |
| SIA TARGET DATE 2020 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $177K | 0.1% | |
| SIA DIVERSIFIED BOND ALTA TRUST COMPANY · EIN 83-3084851 / PN 001 | Common Collective Trust | — | — | $114K | <0.1% | |
| SIA LARGE CAP GROWTH ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $88K | <0.1% | |
| SIA BALANCED GROWTH ALTA TRUST COMPANY · EIN 83-1482059 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% | |
| SIA INCOME GROWTH ALTA TRUST COMPANY · EIN 83-1580447 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $107K | — |
