OpenERISA

Advisortrust, INC.

Sioux Falls, SD, 57104

EIN 46-4091337
Plans
7
Total participants
15,300
Filing years
2024, 2023, 2022, 2021
NAICS
523900
Plan sponsors in South DakotaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001401(K) Simplified543
2024Form 5500002401(K) Simplified Flexible5,104
2024Form 5500003The Capital Group Master Retirement Plan189
2024Form 5500004Assetmark Pooled Employer Plan1,198
2024Form 5500005Strategic Pooled Employer Plan108
2024Form 5500006Independent Pooled Employer Plan176
2024Form 5500007Advantage 401(K) Program Pooled Employer Plan152
2023Form 5500001401(K) Simplified0
2023Form 5500002401(K) Simplified Flexible3,007
2023Form 5500003The Capital Group Master Retirement Plan124
2023Form 5500004Assetmark Pooled Employer Plan780
2023Form 5500005Strategic Pooled Employer Plan126
2023Form 5500006Independent Pooled Employer Plan79
2023Form 5500007Advantage 401(K) Program Pooled Employer Plan123
2022Form 5500001401(K) Simplified0
2022Form 5500002401(K) Simplified Flexible1,736
2022Form 5500003The Capital Group Master Retirement Plan75
2022Form 5500004Assetmark Pooled Employer Plan534
2022Form 5500005Strategic Pooled Employer Plan0
2022Form 5500006Independent Pooled Employer Plan0
2022Form 5500007Advantage 401(K) Program Pooled Employer Plan101
2021Form 5500002401(K) Simplified Flexible1,124
2021Form 5500-SF002401(K) Simplified Flexible0
2021Form 5500-SF003The Capital Group Master Retirement Plan21
2021Form 5500004Assetmark Pooled Employer Plan0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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