401(k) · DOL Form 5500 · 2023

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,397
Participants Near avg headcount
86th
Percentile by assets National rank
$39,006
Avg per participant Low balance/head
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Official DOL plan name: The Logical Retirement Solution · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$54M in assets, 1,397 participants

Americantcs Fiduciary Services, LLC's The Logical Retirement Solution reported $54M in total assets and 1,397 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,018 in Finance & Insurance (8,869 peers)

Where The Logical Retirement Solution sits by assets

The Logical Retirement Solution sits in the top quartile of all filed plans by assets, $54M for 1,397 participants (~$39,006/participant), up 91.4% in 2023.

#7,018
in Finance & Insurance (8,869 peers)
+91.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Logical Retirement Solution's outsized position by total assets

The Logical Retirement Solution vs every filed plan by assets

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

$54,491,550 Top 14% higher than 86% 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 Logical Retirement Solution'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. The Logical Retirement Solution lands in the large band (1,397 participants).

Form 5500 schedule snapshot

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

The Logical Retirement Solution · $54M · 1,397 · 86th

  • PHOTO $54M
  • PHOTO 1,397
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Immunitybio 401(k) Plan
  • PHOTO ind #7018

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 Logical Retirement Solution in the asset neighbourhood

Cbm Retirement Investment and 401(k) PlanCbm Retirement Investment an…$54MThe Logical Retirement SolutionThe Logical Retirement Solut…$54MImmunitybio 401(k) Plan$54MAccess Cig, LLC 401(k) Profit Sharing PlanAccess Cig, LLC 401(k) Profi…$54MOsg USA, Inc. Profit Sharing and 401(k) PlanOsg USA, Inc. Profit Sharing…$54M
End-of-year total assets ($M) among The Logical Retirement Solution and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$54M
Net Income$15M
Employer EIN932789379
Plan Effective Date2021-01-01
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.

The Logical Retirement Solution vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Logical Retirement Solution, Total assets ($B): 0.05449155 · Participants: 1397The Logical Retirement SolutionComcast 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 Logical Retirement Solution vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Logical Retirement Solution's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Immunitybio 401(k) Plan in CA ($54M); by covered participants it is Hugo Boss U.S.a, 401(k) Savings Plan in NY (1,397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,397 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 Logical Retirement Solution assets move in 2023?
The Logical Retirement Solution surged - up 91.4% during 2023, from $28M to $54M. Reported net income was $15M.
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 The Logical Retirement Solution rank by assets among Form 5500 filers?
The Logical Retirement Solution ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Logical Retirement Solution?
Among 401(k) plans in other states, the closest by assets is Immunitybio 401(k) Plan in CA ($54M, 684 participants).
Which 401(k) plans cover a similar participant headcount to The Logical Retirement Solution?
Among 401(k) plans in other states, the closest by covered participants is Hugo Boss U.S.a, 401(k) Savings Plan in NY (1,397 participants, $44M in assets).