Advantage 401(k) Program Pooled Employer Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance
What the 2023 filing shows
Advantage 401(k) Program Pooled Employer Plan holds N/A for 118 participants.
- N/A
- total plan assets (2023 EOY)
- 118
- covered participants
What the Filing Says About Advantage 401(k) Program Pooled Employer Plan
Advantage 401(k) Program Pooled Employer Plan is a 401(k) retirement plan sponsored by Advisortrust, Inc., headquartered in South Dakota. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 118 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 464091337, and the plan has been effective since 2022-07-29. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 464091337 |
| Plan Effective Date | 2022-07-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advisortrust, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 1,804 | $34M |
| 2023 | 7 | 4,006 | $88M |
| 2024 | 7 | 4,700 | $200M |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $727M · 2,972
- Good Samaritan Society 401(k) Plan $254M · 12,894
- Daktronics, Inc. 401(k) Plan $235M · 2,254
- Poet 401(k) Plan $219M · 2,254
- Premier 401(k) Plan $216M · 1,913
Related Data
Guides
Frequently Asked Questions
How much money is in the Advantage 401(k) Program Pooled Employer Plan? ▼
What type of plan is Advantage 401(k) Program Pooled Employer Plan? ▼
Who sponsors the Advantage 401(k) Program Pooled Employer Plan? ▼
How did Advantage 401(k) Program Pooled Employer Plan perform in 2023? ▼
Where can I find official filings for Advantage 401(k) Program Pooled Employer Plan? ▼
How does Advantage 401(k) Program Pooled Employer Plan compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 464091337.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.