Civic Intelligence

Advisortrust Inc.

Plan context: 401(K) Simplified Flexible

EIN 46-4091337 • Sioux Falls, SD • 24 filings • 7 plans

212 S. Main St. Suite 123Sioux Falls, SD 57104
Current Snapshot

Latest Year

2024

2024 Participants

5,085

2024 Assets

$247,668,706

2024 Contributions

$34,925,343

Historical Graphs

Total Assets Over Time

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

$247,668,706$123,834,353$0202120232024YearValue
$247,668,706Latest year 2024

Participants Over Time

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

5,0852,5430202120232024YearValue
5,085Latest year 2024

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
202475,085$247,668,706$34,925,343$6,868iApproximate average salary by contribution assumption: employee only about $171,708 at 4% or $114,472 at 6%; with 50% employer match about $114,472 at 4% or $76,315 at 6%; with 100% employer match about $85,854 at 4% or $57,236 at 6%.
401(K) Simplified Flexible-5,085$159,137,036$19,778,084$3,889iApproximate average salary by contribution assumption: employee only about $97,237 at 4% or $64,825 at 6%; with 50% employer match about $64,825 at 4% or $43,217 at 6%; with 100% employer match about $48,619 at 4% or $32,412 at 6%.
Assetmark Pooled Employer Plan-1,198$23,447,496$7,589,558$6,335iApproximate average salary by contribution assumption: employee only about $158,380 at 4% or $105,587 at 6%; with 50% employer match about $105,587 at 4% or $70,391 at 6%; with 100% employer match about $79,190 at 4% or $52,793 at 6%.
Independent Pooled Employer Plan-176$23,352,709$517,562$2,941iApproximate average salary by contribution assumption: employee only about $73,517 at 4% or $49,012 at 6%; with 50% employer match about $49,012 at 4% or $32,674 at 6%; with 100% employer match about $36,759 at 4% or $24,506 at 6%.
401(K) Simplified-543$18,940,844$1,842,105$3,392iApproximate average salary by contribution assumption: employee only about $84,811 at 4% or $56,541 at 6%; with 50% employer match about $56,541 at 4% or $37,694 at 6%; with 100% employer match about $42,406 at 4% or $28,270 at 6%.
Strategic Pooled Employer Plan-108$15,942,147$1,370,945$12,694iApproximate average salary by contribution assumption: employee only about $317,348 at 4% or $211,566 at 6%; with 50% employer match about $211,566 at 4% or $141,044 at 6%; with 100% employer match about $158,674 at 4% or $105,783 at 6%.
The Capital Group Master Retirement Plan-189$5,419,405$3,213,407$17,002iApproximate average salary by contribution assumption: employee only about $425,054 at 4% or $283,369 at 6%; with 50% employer match about $283,369 at 4% or $188,913 at 6%; with 100% employer match about $212,527 at 4% or $141,685 at 6%.
Advantage 401(K) Program Pooled Employer Plan-152$1,429,069$613,682$4,037iApproximate average salary by contribution assumption: employee only about $100,935 at 4% or $67,290 at 6%; with 50% employer match about $67,290 at 4% or $44,860 at 6%; with 100% employer match about $50,467 at 4% or $33,645 at 6%.
202373,007$114,748,684$22,410,465$7,453iApproximate average salary by contribution assumption: employee only about $186,319 at 4% or $124,213 at 6%; with 50% employer match about $124,213 at 4% or $82,809 at 6%; with 100% employer match about $93,160 at 4% or $62,106 at 6%.
401(K) Simplified Flexible-3,007$75,541,450$15,283,916$5,083iApproximate average salary by contribution assumption: employee only about $127,069 at 4% or $84,713 at 6%; with 50% employer match about $84,713 at 4% or $56,475 at 6%; with 100% employer match about $63,535 at 4% or $42,356 at 6%.
Strategic Pooled Employer Plan-126$13,174,384$768,637$6,100iApproximate average salary by contribution assumption: employee only about $152,507 at 4% or $101,672 at 6%; with 50% employer match about $101,672 at 4% or $67,781 at 6%; with 100% employer match about $76,254 at 4% or $50,836 at 6%.
Assetmark Pooled Employer Plan-780$12,817,946$3,961,327$5,079iApproximate average salary by contribution assumption: employee only about $126,966 at 4% or $84,644 at 6%; with 50% employer match about $84,644 at 4% or $56,429 at 6%; with 100% employer match about $63,483 at 4% or $42,322 at 6%.
Independent Pooled Employer Plan-79$9,763,620$226,704$2,870iApproximate average salary by contribution assumption: employee only about $71,742 at 4% or $47,828 at 6%; with 50% employer match about $47,828 at 4% or $31,885 at 6%; with 100% employer match about $35,871 at 4% or $23,914 at 6%.
The Capital Group Master Retirement Plan-124$2,639,900$1,633,182$13,171iApproximate average salary by contribution assumption: employee only about $329,271 at 4% or $219,514 at 6%; with 50% employer match about $219,514 at 4% or $146,342 at 6%; with 100% employer match about $164,635 at 4% or $109,757 at 6%.
Advantage 401(K) Program Pooled Employer Plan-123$811,384$536,699$4,363iApproximate average salary by contribution assumption: employee only about $109,085 at 4% or $72,723 at 6%; with 50% employer match about $72,723 at 4% or $48,482 at 6%; with 100% employer match about $54,543 at 4% or $36,362 at 6%.
401(K) Simplified-0---
202271,736$40,699,631$10,613,939$6,114iApproximate average salary by contribution assumption: employee only about $152,851 at 4% or $101,900 at 6%; with 50% employer match about $101,900 at 4% or $67,934 at 6%; with 100% employer match about $76,425 at 4% or $50,950 at 6%.
401(K) Simplified Flexible-1,736$33,517,297$6,959,208$4,009iApproximate average salary by contribution assumption: employee only about $100,219 at 4% or $66,813 at 6%; with 50% employer match about $66,813 at 4% or $44,542 at 6%; with 100% employer match about $50,110 at 4% or $33,406 at 6%.
Assetmark Pooled Employer Plan-534$6,203,928$2,581,624$4,835iApproximate average salary by contribution assumption: employee only about $120,863 at 4% or $80,575 at 6%; with 50% employer match about $80,575 at 4% or $53,717 at 6%; with 100% employer match about $60,431 at 4% or $40,288 at 6%.
The Capital Group Master Retirement Plan-75$769,581$868,556$11,581iApproximate average salary by contribution assumption: employee only about $289,519 at 4% or $193,012 at 6%; with 50% employer match about $193,012 at 4% or $128,675 at 6%; with 100% employer match about $144,759 at 4% or $96,506 at 6%.
Advantage 401(K) Program Pooled Employer Plan-101$208,825$204,551$2,025iApproximate average salary by contribution assumption: employee only about $50,631 at 4% or $33,754 at 6%; with 50% employer match about $33,754 at 4% or $22,503 at 6%; with 100% employer match about $25,316 at 4% or $16,877 at 6%.
401(K) Simplified-0---
Independent Pooled Employer Plan-0---
Strategic Pooled Employer Plan-0---
202131,124$32,745,424$894,662$796iApproximate average salary by contribution assumption: employee only about $19,899 at 4% or $13,266 at 6%; with 50% employer match about $13,266 at 4% or $8,844 at 6%; with 100% employer match about $9,950 at 4% or $6,633 at 6%.
401(K) Simplified Flexible-1,124$32,737,328$886,642$789iApproximate average salary by contribution assumption: employee only about $19,721 at 4% or $13,147 at 6%; with 50% employer match about $13,147 at 4% or $8,765 at 6%; with 100% employer match about $9,860 at 4% or $6,574 at 6%.
The Capital Group Master Retirement Plan-20$8,096$8,020$401iApproximate average salary by contribution assumption: employee only about $10,025 at 4% or $6,683 at 6%; with 50% employer match about $6,683 at 4% or $4,456 at 6%; with 100% employer match about $5,013 at 4% or $3,342 at 6%.
Assetmark Pooled Employer Plan-0---