A3 Advisory Services LLC
Plan context: A3 Advisory Services LLC Retirement Trust
EIN 47-2181945 • Sterling, VA • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$4,689,091
2025 Contributions
$674,288
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $4,689,091 | $674,288 | $39,664iApproximate average salary by contribution assumption: employee only about $991,600 at 4% or $661,067 at 6%; with 50% employer match about $661,067 at 4% or $440,711 at 6%; with 100% employer match about $495,800 at 4% or $330,533 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 17 | $4,689,091 | $674,288 | $39,664iApproximate average salary by contribution assumption: employee only about $991,600 at 4% or $661,067 at 6%; with 50% employer match about $661,067 at 4% or $440,711 at 6%; with 100% employer match about $495,800 at 4% or $330,533 at 6%. |
| 2024 | 1 | 16 | $3,436,845 | $628,348 | $39,272iApproximate average salary by contribution assumption: employee only about $981,794 at 4% or $654,529 at 6%; with 50% employer match about $654,529 at 4% or $436,353 at 6%; with 100% employer match about $490,897 at 4% or $327,265 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 16 | $3,436,845 | $628,348 | $39,272iApproximate average salary by contribution assumption: employee only about $981,794 at 4% or $654,529 at 6%; with 50% employer match about $654,529 at 4% or $436,353 at 6%; with 100% employer match about $490,897 at 4% or $327,265 at 6%. |
| 2023 | 1 | 16 | $2,946,853 | $533,959 | $33,372iApproximate average salary by contribution assumption: employee only about $834,311 at 4% or $556,207 at 6%; with 50% employer match about $556,207 at 4% or $370,805 at 6%; with 100% employer match about $417,155 at 4% or $278,104 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 16 | $2,946,853 | $533,959 | $33,372iApproximate average salary by contribution assumption: employee only about $834,311 at 4% or $556,207 at 6%; with 50% employer match about $556,207 at 4% or $370,805 at 6%; with 100% employer match about $417,155 at 4% or $278,104 at 6%. |
| 2022 | 1 | 13 | $1,912,530 | $581,855 | $44,758iApproximate average salary by contribution assumption: employee only about $1,118,952 at 4% or $745,968 at 6%; with 50% employer match about $745,968 at 4% or $497,312 at 6%; with 100% employer match about $559,476 at 4% or $372,984 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 13 | $1,912,530 | $581,855 | $44,758iApproximate average salary by contribution assumption: employee only about $1,118,952 at 4% or $745,968 at 6%; with 50% employer match about $745,968 at 4% or $497,312 at 6%; with 100% employer match about $559,476 at 4% or $372,984 at 6%. |
| 2021 | 1 | 12 | $1,811,636 | $784,173 | $65,348iApproximate average salary by contribution assumption: employee only about $1,633,694 at 4% or $1,089,129 at 6%; with 50% employer match about $1,089,129 at 4% or $726,086 at 6%; with 100% employer match about $816,847 at 4% or $544,565 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 12 | $1,811,636 | $784,173 | $65,348iApproximate average salary by contribution assumption: employee only about $1,633,694 at 4% or $1,089,129 at 6%; with 50% employer match about $1,089,129 at 4% or $726,086 at 6%; with 100% employer match about $816,847 at 4% or $544,565 at 6%. |
| 2020 | 1 | 5 | $820,829 | $186,106 | $37,221iApproximate average salary by contribution assumption: employee only about $930,530 at 4% or $620,353 at 6%; with 50% employer match about $620,353 at 4% or $413,569 at 6%; with 100% employer match about $465,265 at 4% or $310,177 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 5 | $820,829 | $186,106 | $37,221iApproximate average salary by contribution assumption: employee only about $930,530 at 4% or $620,353 at 6%; with 50% employer match about $620,353 at 4% or $413,569 at 6%; with 100% employer match about $465,265 at 4% or $310,177 at 6%. |
| 2019 | 1 | 6 | $617,554 | $239,839 | $39,973iApproximate average salary by contribution assumption: employee only about $999,329 at 4% or $666,219 at 6%; with 50% employer match about $666,219 at 4% or $444,146 at 6%; with 100% employer match about $499,665 at 4% or $333,110 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 6 | $617,554 | $239,839 | $39,973iApproximate average salary by contribution assumption: employee only about $999,329 at 4% or $666,219 at 6%; with 50% employer match about $666,219 at 4% or $444,146 at 6%; with 100% employer match about $499,665 at 4% or $333,110 at 6%. |
| 2018 | 1 | 5 | $304,305 | $119,996 | $23,999iApproximate average salary by contribution assumption: employee only about $599,980 at 4% or $399,987 at 6%; with 50% employer match about $399,987 at 4% or $266,658 at 6%; with 100% employer match about $299,990 at 4% or $199,993 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 5 | $304,305 | $119,996 | $23,999iApproximate average salary by contribution assumption: employee only about $599,980 at 4% or $399,987 at 6%; with 50% employer match about $399,987 at 4% or $266,658 at 6%; with 100% employer match about $299,990 at 4% or $199,993 at 6%. |
| 2017 | 1 | 7 | $510,843 | $125,968 | $17,995iApproximate average salary by contribution assumption: employee only about $449,886 at 4% or $299,924 at 6%; with 50% employer match about $299,924 at 4% or $199,949 at 6%; with 100% employer match about $224,943 at 4% or $149,962 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 7 | $510,843 | $125,968 | $17,995iApproximate average salary by contribution assumption: employee only about $449,886 at 4% or $299,924 at 6%; with 50% employer match about $299,924 at 4% or $199,949 at 6%; with 100% employer match about $224,943 at 4% or $149,962 at 6%. |
| 2016 | 1 | 6 | $316,827 | $116,911 | $19,485iApproximate average salary by contribution assumption: employee only about $487,129 at 4% or $324,753 at 6%; with 50% employer match about $324,753 at 4% or $216,502 at 6%; with 100% employer match about $243,565 at 4% or $162,376 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 6 | $316,827 | $116,911 | $19,485iApproximate average salary by contribution assumption: employee only about $487,129 at 4% or $324,753 at 6%; with 50% employer match about $324,753 at 4% or $216,502 at 6%; with 100% employer match about $243,565 at 4% or $162,376 at 6%. |
| 2015 | 1 | 4 | $177,411 | $181,258 | $45,315iApproximate average salary by contribution assumption: employee only about $1,132,863 at 4% or $755,242 at 6%; with 50% employer match about $755,242 at 4% or $503,494 at 6%; with 100% employer match about $566,431 at 4% or $377,621 at 6%. |
| A3 Advisory Services LLC Retirement Trust | - | 4 | $177,411 | $181,258 | $45,315iApproximate average salary by contribution assumption: employee only about $1,132,863 at 4% or $755,242 at 6%; with 50% employer match about $755,242 at 4% or $503,494 at 6%; with 100% employer match about $566,431 at 4% or $377,621 at 6%. |