401(k) · DOL Form 5500 · 2023

American Tcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
441
Participants Below avg headcount
69th
Percentile by assets National rank
$36,848
Avg per participant Low balance/head
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Official DOL plan name: The Achieve Advantage 401(k) Plan · Sponsored by American Tcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$16M in assets, 441 participants

American Tcs Fiduciary Services, LLC's The Achieve Advantage 401(k) Plan reported $16M in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,819 in Finance & Insurance (8,869 peers)

American Tcs Fiduciary Services, LLC multi-year trail

American Tcs Fiduciary Services, LLC's plans moved +156.7% in assets from 2023 to 2024; this filing shows The Achieve Advantage 401(k) Plan at $16M / 441 participants.

#4,819
in Finance & Insurance (8,869 peers)
+239.7%
assets growth YoY

The Achieve Advantage 401(k) Plan's outsized position by total assets

The Achieve Advantage 401(k) Plan vs every filed plan by assets

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

$16,249,945 Top 31% higher than 69% 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

The Achieve Advantage 401(k) Plan 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. The Achieve Advantage 401(k) Plan sits mid-pack in the medium band (441 participants).

EBSA filing schedule strip

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

The Achieve Advantage 401(k) Plan · $16M · 441 · 69th

  • PHOTO $16M
  • IND 441
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan
  • PCT ind #4819

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 →

The Achieve Advantage 401(k) Plan in the asset neighbourhood

The Achieve Advantage 401(k) PlanThe Achieve Advantage 401(k)…$16MCitizens National Bank of Greater St. Louis 401(k) Profit Sharing PlanCitizens National Bank of Gr…$16MTri Star Engineering Inc. 401(k) Profit Sharing PlanTri Star Engineering Inc. 40…$16MHoy Construction, Inc. Employee Stock Ownership PlanHoy Construction, Inc. Emplo…$16MTechlab, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among The Achieve Advantage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Tcs Fiduciary Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All American Tcs 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

American Tcs Fiduciary Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN932789379
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Achieve Advantage 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Achieve Advantage 401(k) Plan, Total assets ($B): 0.016249945 · Participants: 441The Achieve Advantage 401(k) PlanComcast 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
The Achieve Advantage 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Achieve Advantage 401(k) Plan side-by-side with 3 peers →

The Achieve Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan in MO ($16M); by covered participants it is Beehive Homes Staffing Services Company 401(k) Plan in NM (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 The Achieve Advantage 401(k) Plan assets move in 2023? ▼
The Achieve Advantage 401(k) Plan surged - up 239.7% during 2023, from $5M to $16M. Reported net income was $3M.
How have American Tcs Fiduciary Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), American Tcs Fiduciary Services, LLC's sponsor-wide assets grew 156.7%, from $288M to $740M.
Which 401(k) plans are similar in size to The Achieve Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens National Bank of Greater St. Louis 401(k) Profit Sharing Plan in MO ($16M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Achieve Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beehive Homes Staffing Services Company 401(k) Plan in NM (441 participants, $315K in assets).

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 932789379.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.