Civic Intelligence

Advisor Solutions Group Inc.

Plan context: Advisor Solutions Group Inc. Retirement Trust

EIN 20-2504924 • Irvine, CA • 17 filings • 1 plans

4521 Campus Dr350Irvine, CA 92612
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,694,098

2025 Contributions

$26,396

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,694,098$847,049$0200920172025YearValue
$1,694,098Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200920172025YearValue
1Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202511$1,694,098$26,396$26,396iApproximate average salary by contribution assumption: employee only about $659,900 at 4% or $439,933 at 6%; with 50% employer match about $439,933 at 4% or $293,289 at 6%; with 100% employer match about $329,950 at 4% or $219,967 at 6%.
Advisor Solutions Group Inc. Retirement Trust-1$1,694,098$26,396$26,396iApproximate average salary by contribution assumption: employee only about $659,900 at 4% or $439,933 at 6%; with 50% employer match about $439,933 at 4% or $293,289 at 6%; with 100% employer match about $329,950 at 4% or $219,967 at 6%.
202411$1,401,527$0-
Advisor Solutions Group Inc. Retirement Trust-1$1,401,527$0-
202311$1,197,272$35,781$35,781iApproximate average salary by contribution assumption: employee only about $894,525 at 4% or $596,350 at 6%; with 50% employer match about $596,350 at 4% or $397,567 at 6%; with 100% employer match about $447,263 at 4% or $298,175 at 6%.
Advisor Solutions Group Inc. Retirement Trust-1$1,197,272$35,781$35,781iApproximate average salary by contribution assumption: employee only about $894,525 at 4% or $596,350 at 6%; with 50% employer match about $596,350 at 4% or $397,567 at 6%; with 100% employer match about $447,263 at 4% or $298,175 at 6%.
202211$958,089$33,710$33,710iApproximate average salary by contribution assumption: employee only about $842,750 at 4% or $561,833 at 6%; with 50% employer match about $561,833 at 4% or $374,556 at 6%; with 100% employer match about $421,375 at 4% or $280,917 at 6%.
Advisor Solutions Group Inc. Retirement Trust-1$958,089$33,710$33,710iApproximate average salary by contribution assumption: employee only about $842,750 at 4% or $561,833 at 6%; with 50% employer match about $561,833 at 4% or $374,556 at 6%; with 100% employer match about $421,375 at 4% or $280,917 at 6%.
202111$1,128,932$55,608$55,608iApproximate average salary by contribution assumption: employee only about $1,390,200 at 4% or $926,800 at 6%; with 50% employer match about $926,800 at 4% or $617,867 at 6%; with 100% employer match about $695,100 at 4% or $463,400 at 6%.
Advisor Solutions Group Inc. Retirement Trust-1$1,128,932$55,608$55,608iApproximate average salary by contribution assumption: employee only about $1,390,200 at 4% or $926,800 at 6%; with 50% employer match about $926,800 at 4% or $617,867 at 6%; with 100% employer match about $695,100 at 4% or $463,400 at 6%.
202011$895,310$47,680$47,680iApproximate average salary by contribution assumption: employee only about $1,192,000 at 4% or $794,667 at 6%; with 50% employer match about $794,667 at 4% or $529,778 at 6%; with 100% employer match about $596,000 at 4% or $397,333 at 6%.
Advisor Solutions Group Inc. Retirement Trust-1$895,310$47,680$47,680iApproximate average salary by contribution assumption: employee only about $1,192,000 at 4% or $794,667 at 6%; with 50% employer match about $794,667 at 4% or $529,778 at 6%; with 100% employer match about $596,000 at 4% or $397,333 at 6%.
201912$895,269$29,646$14,823iApproximate average salary by contribution assumption: employee only about $370,575 at 4% or $247,050 at 6%; with 50% employer match about $247,050 at 4% or $164,700 at 6%; with 100% employer match about $185,288 at 4% or $123,525 at 6%.
Advisor Solutions Group Inc. Retirement Trust-2$895,269$29,646$14,823iApproximate average salary by contribution assumption: employee only about $370,575 at 4% or $247,050 at 6%; with 50% employer match about $247,050 at 4% or $164,700 at 6%; with 100% employer match about $185,288 at 4% or $123,525 at 6%.
201816$847,812$56,285$9,381iApproximate average salary by contribution assumption: employee only about $234,521 at 4% or $156,347 at 6%; with 50% employer match about $156,347 at 4% or $104,231 at 6%; with 100% employer match about $117,260 at 4% or $78,174 at 6%.
Advisor Solutions Group Inc. Retirement Trust-6$847,812$56,285$9,381iApproximate average salary by contribution assumption: employee only about $234,521 at 4% or $156,347 at 6%; with 50% employer match about $156,347 at 4% or $104,231 at 6%; with 100% employer match about $117,260 at 4% or $78,174 at 6%.
201718$1,077,113$103,304$12,913iApproximate average salary by contribution assumption: employee only about $322,825 at 4% or $215,217 at 6%; with 50% employer match about $215,217 at 4% or $143,478 at 6%; with 100% employer match about $161,413 at 4% or $107,608 at 6%.
Advisor Solutions Group Inc. Retirement Trust-8$1,077,113$103,304$12,913iApproximate average salary by contribution assumption: employee only about $322,825 at 4% or $215,217 at 6%; with 50% employer match about $215,217 at 4% or $143,478 at 6%; with 100% employer match about $161,413 at 4% or $107,608 at 6%.
201618$822,937$215,900$26,988iApproximate average salary by contribution assumption: employee only about $674,688 at 4% or $449,792 at 6%; with 50% employer match about $449,792 at 4% or $299,861 at 6%; with 100% employer match about $337,344 at 4% or $224,896 at 6%.
Advisor Solutions Group Inc. Retirement Trust-8$822,937$215,900$26,988iApproximate average salary by contribution assumption: employee only about $674,688 at 4% or $449,792 at 6%; with 50% employer match about $449,792 at 4% or $299,861 at 6%; with 100% employer match about $337,344 at 4% or $224,896 at 6%.
201517$537,142$191,500$27,357iApproximate average salary by contribution assumption: employee only about $683,929 at 4% or $455,952 at 6%; with 50% employer match about $455,952 at 4% or $303,968 at 6%; with 100% employer match about $341,964 at 4% or $227,976 at 6%.
Advisor Solutions Group Inc. Retirement Trust-7$537,142$191,500$27,357iApproximate average salary by contribution assumption: employee only about $683,929 at 4% or $455,952 at 6%; with 50% employer match about $455,952 at 4% or $303,968 at 6%; with 100% employer match about $341,964 at 4% or $227,976 at 6%.
201417$351,984$82,483$11,783iApproximate average salary by contribution assumption: employee only about $294,582 at 4% or $196,388 at 6%; with 50% employer match about $196,388 at 4% or $130,925 at 6%; with 100% employer match about $147,291 at 4% or $98,194 at 6%.
Advisor Solutions Group Inc. Retirement Trust-7$351,984$82,483$11,783iApproximate average salary by contribution assumption: employee only about $294,582 at 4% or $196,388 at 6%; with 50% employer match about $196,388 at 4% or $130,925 at 6%; with 100% employer match about $147,291 at 4% or $98,194 at 6%.
201317$258,870$77,124$11,018iApproximate average salary by contribution assumption: employee only about $275,443 at 4% or $183,629 at 6%; with 50% employer match about $183,629 at 4% or $122,419 at 6%; with 100% employer match about $137,721 at 4% or $91,814 at 6%.
Advisor Solutions Group Inc. Retirement Trust-7$258,870$77,124$11,018iApproximate average salary by contribution assumption: employee only about $275,443 at 4% or $183,629 at 6%; with 50% employer match about $183,629 at 4% or $122,419 at 6%; with 100% employer match about $137,721 at 4% or $91,814 at 6%.
201216$201,662$69,039$11,507iApproximate average salary by contribution assumption: employee only about $287,663 at 4% or $191,775 at 6%; with 50% employer match about $191,775 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,888 at 6%.
Advisor Solutions Group Inc. Retirement Trust-6$201,662$69,039$11,507iApproximate average salary by contribution assumption: employee only about $287,663 at 4% or $191,775 at 6%; with 50% employer match about $191,775 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,888 at 6%.
201115$123,406$61,302$12,260iApproximate average salary by contribution assumption: employee only about $306,510 at 4% or $204,340 at 6%; with 50% employer match about $204,340 at 4% or $136,227 at 6%; with 100% employer match about $153,255 at 4% or $102,170 at 6%.
Advisor Solutions Group Inc. Retirement Trust-5$123,406$61,302$12,260iApproximate average salary by contribution assumption: employee only about $306,510 at 4% or $204,340 at 6%; with 50% employer match about $204,340 at 4% or $136,227 at 6%; with 100% employer match about $153,255 at 4% or $102,170 at 6%.
201013$62,803$48,413$16,138iApproximate average salary by contribution assumption: employee only about $403,442 at 4% or $268,961 at 6%; with 50% employer match about $268,961 at 4% or $179,307 at 6%; with 100% employer match about $201,721 at 4% or $134,481 at 6%.
Advisor Solutions Group Inc. Retirement Trust-3$62,803$48,413$16,138iApproximate average salary by contribution assumption: employee only about $403,442 at 4% or $268,961 at 6%; with 50% employer match about $268,961 at 4% or $179,307 at 6%; with 100% employer match about $201,721 at 4% or $134,481 at 6%.
200913$12,797$12,755$4,252iApproximate average salary by contribution assumption: employee only about $106,292 at 4% or $70,861 at 6%; with 50% employer match about $70,861 at 4% or $47,241 at 6%; with 100% employer match about $53,146 at 4% or $35,431 at 6%.
Advisor Solutions Group Inc. Retirement Trust-3$12,797$12,755$4,252iApproximate average salary by contribution assumption: employee only about $106,292 at 4% or $70,861 at 6%; with 50% employer match about $70,861 at 4% or $47,241 at 6%; with 100% employer match about $53,146 at 4% or $35,431 at 6%.