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 |
|---|---|---|---|---|---|
| HINDS FINANCIAL GROUP, INC. | — | PASO ROBLES, CA | INVESTMENT ADVISORY | $22K | — |
| UNITED PLANNERS' FINANCIAL SERVICES | — | PASO ROBLES, CA | INVESTMENT ADVISORY | $8K | — |
| OSAIC WEALTH, INC. | — | CHESTERFIELD, MO | INVESTMENT ADVISORY | $7K | — |
| SCHLAFER WEALTH MANAGEMENT |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INDIANAPOLIS, IN |
| INVESTMENT ADVISORY |
| $5K |
| — |
| DEFINED FINANCIAL PLANNING LLC | 85-0655239 | — | INVESTMENT ADVISORY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $183K | — |
