401(k) · DOL Form 5500 · 2024

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
933
Participants Near avg headcount
77th
Percentile by assets National rank
$32,180
Avg per participant Low balance/head
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Official DOL plan name: The Achieve Advantage 401(k) Plan · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$30M in assets, 933 participants

Americantcs Fiduciary Services, LLC's The Achieve Advantage 401(k) Plan reported $30M in total assets and 933 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,535 in Finance & Insurance (8,549 peers)

Where The Achieve Advantage 401(k) Plan sits by assets

The Achieve Advantage 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 933 participants (~$32,180/participant), up 84.8% in 2024.

#5,535
in Finance & Insurance (8,549 peers)
+84.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$30,023,622 Top 23% higher than 77% of 123,620 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 2024

The Achieve Advantage 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (933 participants).

Form 5500 schedule snapshot

Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2024 · 401(k)

The Achieve Advantage 401(k) Plan · $30M · 933 · 77th

  • NET $30M
  • NET 933
  • NET 77th
  • NET 401(k)
  • NET near Outten & Golden LLP 401(k) Plan
  • NET ind #5535

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

Megacorp Logistics, LLC 401(k) PlanMegacorp Logistics, LLC 401(…$30MThe Achieve Advantage 401(k) PlanThe Achieve Advantage 401(k)…$30MOutten & Golden LLP 401(k) PlanOutten & Golden LLP 401(k) P…$30MWegmann Automotive USA Inc. Retirement and Savings PlanWegmann Automotive USA Inc. …$30MMoneytree, Inc. Profit Sharing and 401(k) PlanMoneytree, Inc. Profit Shari…$30M
End-of-year total assets ($M) among The Achieve Advantage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$30M
Net Income$5M
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.

The Achieve Advantage 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Achieve Advantage 401(k) Plan, Total assets ($B): 0.030023622 · Participants: 933The Achieve Advantage 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 Outten & Golden LLP 401(k) Plan in NY ($30M); by covered participants it is Hvcu 401(k) Plan in NY (933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (933 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
The Achieve Advantage 401(k) Plan surged - up 84.8% during 2024, from $16M to $30M. Reported net income was $5M.
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 Achieve Advantage 401(k) Plan rank by assets among Form 5500 filers? ▼
The Achieve Advantage 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
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 Outten & Golden LLP 401(k) Plan in NY ($30M, 116 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 Hvcu 401(k) Plan in NY (933 participants, $94M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.