401(k) · DOL Form 5500 · 2024

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,118
Participants Near avg headcount
85th
Percentile by assets National rank
$46,354
Avg per participant Low balance/head
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Official DOL plan name: Kfg Financial Freedom Fund · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$52M in assets, 1,118 participants

Americantcs Fiduciary Services, LLC's Kfg Financial Freedom Fund reported $52M in total assets and 1,118 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,506 in Finance & Insurance (8,549 peers)

Where Kfg Financial Freedom Fund sits by assets

Kfg Financial Freedom Fund sits in the top quartile of all filed plans by assets, $52M for 1,118 participants (~$46,354/participant), up 31.3% in 2024.

#6,506
in Finance & Insurance (8,549 peers)
+31.3%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$51,823,257 Top 15% higher than 85% 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

Kfg Financial Freedom Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kfg Financial Freedom Fund lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kfg Financial Freedom Fund end-of-year assets rose from $39M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Kfg Financial Freedom Fund reported participants rose from 1,104 in the plan year 2023 filing to 1,118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Kfg Financial Freedom Fund · $52M · 1,118 · 85th

  • PART $52M
  • PART 1,118
  • PART 85th
  • PART 401(k)
  • PART near Diamond Sports Group 401(k) Plan
  • PART ind #6506

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

Kfg Financial Freedom Fund$52MDiamond Sports Group 401(k) PlanDiamond Sports Group 401(k) …$52MLindfast Solutions Group 401(k) PlanLindfast Solutions Group 401…$52MSteiner Electric Company Profit Sharing Plan and TrustSteiner Electric Company Pro…$52MPrice Leblanc 401(k) Savings PlanPrice Leblanc 401(k) Savings…$52M
End-of-year total assets ($M) among Kfg Financial Freedom Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$52M
Net Income$7M
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.

Kfg Financial Freedom Fund vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Kfg Financial Freedom Fund, Total assets ($B): 0.051823257 · Participants: 1118Kfg Financial Freedom FundComcast 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
Kfg Financial Freedom Fund vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Kfg Financial Freedom Fund's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Diamond Sports Group 401(k) Plan in CT ($52M); by covered participants it is Fairway Lawns, LLC 401(k) Plan in AR (1,118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Kfg Financial Freedom Fund assets move in 2024?
Kfg Financial Freedom Fund surged - up 31.3% during 2024, from $39M to $52M. Reported net income was $7M.
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 Kfg Financial Freedom Fund rank by assets among Form 5500 filers?
Kfg Financial Freedom Fund ranks in the 85th 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 Kfg Financial Freedom Fund?
Among 401(k) plans in other states, the closest by assets is Diamond Sports Group 401(k) Plan in CT ($52M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Kfg Financial Freedom Fund?
Among 401(k) plans in other states, the closest by covered participants is Fairway Lawns, LLC 401(k) Plan in AR (1,118 participants, $18M in assets).