401(k) · DOL Form 5500 · 2023
Americantcs Fiduciary Services, LLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 1,104
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $35,744
- Avg per participant Low balance/head
Official DOL plan name: Kfg Financial Freedom Fund · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance
$39M in assets, 1,104 participants
Americantcs Fiduciary Services, LLC's Kfg Financial Freedom Fund reported $39M in total assets and 1,104 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,542 in Finance & Insurance (8,869 peers)
Where Kfg Financial Freedom Fund sits by assets
Kfg Financial Freedom Fund sits in the top quartile of all filed plans by assets, $39M for 1,104 participants (~$35,744/participant), up 189.2% in 2023.
- #6,542
- in Finance & Insurance (8,869 peers)
- +189.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Kfg Financial Freedom Fund's outsized position by total assets
Kfg Financial Freedom Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,461,773 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kfg Financial Freedom Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kfg Financial Freedom Fund lands in the large band (1,104 participants).
EBSA filing schedule strip
Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2023 · 401(k)
Kfg Financial Freedom Fund · $39M · 1,104 · 83rd
- NET $39M
- BOOK 1,104
- VS-ST 83rd
- BOY 401(k)
- SCH near Crabel Capital Management, LLC Retirement Savings Plan
- EBSA ind #6542
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 →
Kfg Financial Freedom Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 932789379 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Kfg Financial Freedom Fund's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Crabel Capital Management, LLC Retirement Savings Plan in WI ($39M); by covered participants it is Beazer Homes USA, Inc. 401(k) Plan in GA (1,104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Crabel Capital Management, LLC Retirement Savings Plan (WI) $39M · 99
- Coast Central Credit Union Employee Retirement Plan (CA) $39M · 212
- Purewest 401(k) Plan (CO) $39M · 173
- New Charter Technologies 401(k) Plan (CO) $39M · 823
Similar participant headcount
Nearest other-state filings by covered participants (1,104 participants); asset peers above are excluded.
- Beazer Homes USA, Inc. 401(k) Plan (GA) 1,104 · 0 off
- North American Science Associates, LLC Profit Sharing & 401(k) Plan (OH) 1,104 · 0 off
- Ohio Machinery Co. Incentive Savings Plan (OH) 1,104 · 0 off
- Addiction Recovery Care LLC 401(k) Plan (KY) 1,104 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.