401(k) · DOL Form 5500 · 2023

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$687K
Total assets Small plan by assets
127
Participants Small participant base
21st
Percentile by assets National rank
$5,406
Avg per participant Low balance/head
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Official DOL plan name: MYINVST401K · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$687K in assets, 127 participants

Americantcs Fiduciary Services, LLC's MYINVST401K reported $687K in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,118 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

MYINVST401K covers 127 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $687K.

#1,118
in Finance & Insurance (8,869 peers)
+3108.5%
assets growth YoY

MYINVST401K among the smaller filed plans by assets

MYINVST401K vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$686,584 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

MYINVST401K among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. MYINVST401K sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2023 · 401(k)

MYINVST401K · $687K · 127 · 21st

  • PCT $687K
  • PCT 127
  • PCT 21st
  • PCT 401(k)
  • PCT near Westcor Companies 401(k) Plan
  • PCT ind #1118

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

MYINVST401K in the asset neighbourhood

MYINVST401K$687KWestcor Companies 401(k) Plan$687KThomas Smile Design, LLC Profit Sharing PlanThomas Smile Design, LLC Pro…$686KAbd Farms, Inc. 401(k) Plan$686KTrinity Oaks Christian Academy 401(k) PlanTrinity Oaks Christian Acade…$686K
End-of-year total assets ($M) among MYINVST401K and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21K
Net Assets (End of Year)$687K
Net Income$386K
Employer EIN932789379
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Americantcs Fiduciary Services, LLC)

Sponsor-wide plan assets over time

All Americantcs Fiduciary Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$740M 156.74257291644227% vs 2023
2024 filing year
$200M$400M$600M$800M 20232024 $288M $740M ▲ +156.7%
Year Plans Participants Total Assets
2023 22 11,455 $288M
2024 35 18,085 $740M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

MYINVST401K vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants MYINVST401K, Total assets ($B): 0.000686584 · Participants: 127MYINVST401KComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
MYINVST401K vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

MYINVST401K's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Westcor Companies 401(k) Plan in NV ($687K); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($687K here).

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did MYINVST401K assets move in 2023?
MYINVST401K surged - up 3108.5% during 2023, from $21K to $687K. Reported net income was $386K.
How have Americantcs Fiduciary Services, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Americantcs Fiduciary Services, LLC's sponsor-wide assets grew 156.7%, from $288M to $740M.
Where does MYINVST401K rank by assets among Form 5500 filers?
MYINVST401K ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to MYINVST401K?
Among 401(k) plans in other states, the closest by assets is Westcor Companies 401(k) Plan in NV ($687K, 442 participants).
Which 401(k) plans cover a similar participant headcount to MYINVST401K?
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A in assets).