Advisortrust 401(k) and retirement plans

Advisortrust, Inc., Sioux Falls, SD. EIN 46-4091337. Annual reports 2021–2025.

Advisortrust, Inc. has 7 active retirement plans on file. The largest is the Independent Pooled Employer Plan, with 253 participants and $37.0 million in assets in 2025. PCS Retirement is its recordkeeper. No traditional pension plan appears in Advisortrust's filings since 2021.

Active plans: 7
Participants: 8,407
Plan assets: $261 million
401(k) recordkeeper: PCS Retirement
Plans on file: 7
Industry: Finance and insurance

All 7 plans

Active plans first

Independent Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 006Employer EIN 46-4091337
Participants (2025): 253
Net assets (2025): $37.0 million
Recordkeeper: PCS Retirement2025
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2025
In effect since: August 1, 2022

Year by year, 2022 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	253	$37.0 million	PCS Retirement
2024	189	$23.4 million	not listed
2023	80	$9.8 million	not listed
2022	0	$0	not listed

401(k) Simplified Flexible

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 46-4091337
Participants (2024): 5,743
Net assets (2024): $159 million
Recordkeeper: PCS Retirement2022–2024
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: April 14, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,743	$159 million	PCS Retirement
2023	3,540	$75.5 million	PCS Retirement
2022	1,944	$33.5 million	PCS Retirement
2021	1,232	$32.7 million	not listed

Assetmark Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 46-4091337
Participants (2024): 1,263
Net assets (2024): $23.4 million
Recordkeeper: PCS Retirement2023–2024
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: July 15, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,263	$23.4 million	PCS Retirement
2023	826	$12.8 million	PCS Retirement
2022	590	$6.2 million	not listed
2021	0	$0	not listed

401(k) Simplified

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-4091337
Participants (2024): 633
Net assets (2024): $18.9 million
Recordkeeper: PCS Retirement2024
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: January 1, 2021

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	633	$18.9 million	PCS Retirement
2023	0	$0	not listed
2022	0	$0	not listed

The Capital Group Master Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 46-4091337
Participants (2024): 221
Net assets (2024): $5.4 million
Plan administrator: Advisortrust, Inc.
212 S. Main ST. Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: June 17, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	221	$5.4 million	not listed
2023	139	$2.6 million	not listed
2022	77	$769,581	not listed
2021	22	$8,096	not listed

Advantage 401(k) Program Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 46-4091337
Participants (2024): 169
Net assets (2024): $1.4 million
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: July 29, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	169	$1.4 million	not listed
2023	129	$811,384	not listed
2022	103	$208,825	not listed

Strategic Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 46-4091337
Participants (2024): 125
Net assets (2024): $15.9 million
Plan administrator: Advisortrust, Inc.
212 S Main ST., Suite 123
Sioux Falls, SD 57104
(866) 928-9043As filed for 2024
In effect since: August 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	125	$15.9 million	not listed
2023	129	$13.2 million	not listed
2022	0	$0	not listed

If you had money in one of these plans

Call PCS Retirement, which runs the 401(k) Simplified Flexible. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((866) 928-9043). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other employers in SD