ADVISOR LOGISTICS, LLC
Plan context: ADVISOR LOGISTICS, LLC 401(K) PLAN
EIN 82-4215155 • Boerne, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$193,209
2025 Contributions
$70,212
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 | 7 | $193,209 | $70,212 | $10,030iApproximate average salary by contribution assumption: employee only about $250,757 at 4% or $167,171 at 6%; with 50% employer match about $167,171 at 4% or $111,448 at 6%; with 100% employer match about $125,379 at 4% or $83,586 at 6%. |
| ADVISOR LOGISTICS, LLC 401(K) PLAN | - | 7 | $193,209 | $70,212 | $10,030iApproximate average salary by contribution assumption: employee only about $250,757 at 4% or $167,171 at 6%; with 50% employer match about $167,171 at 4% or $111,448 at 6%; with 100% employer match about $125,379 at 4% or $83,586 at 6%. |
| 2024 | 1 | 3 | $98,232 | $29,798 | $9,933iApproximate average salary by contribution assumption: employee only about $248,317 at 4% or $165,544 at 6%; with 50% employer match about $165,544 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%. |
| ADVISOR LOGISTICS, LLC 401(K) PLAN | - | 3 | $98,232 | $29,798 | $9,933iApproximate average salary by contribution assumption: employee only about $248,317 at 4% or $165,544 at 6%; with 50% employer match about $165,544 at 4% or $110,363 at 6%; with 100% employer match about $124,158 at 4% or $82,772 at 6%. |
| 2023 | 1 | 3 | $59,913 | $46,721 | $15,574iApproximate average salary by contribution assumption: employee only about $389,342 at 4% or $259,561 at 6%; with 50% employer match about $259,561 at 4% or $173,041 at 6%; with 100% employer match about $194,671 at 4% or $129,781 at 6%. |
| ADVISOR LOGISTICS, LLC 401(K) PLAN | - | 3 | $59,913 | $46,721 | $15,574iApproximate average salary by contribution assumption: employee only about $389,342 at 4% or $259,561 at 6%; with 50% employer match about $259,561 at 4% or $173,041 at 6%; with 100% employer match about $194,671 at 4% or $129,781 at 6%. |
| 2022 | 1 | 2 | $8,562 | $8,616 | $4,308iApproximate average salary by contribution assumption: employee only about $107,700 at 4% or $71,800 at 6%; with 50% employer match about $71,800 at 4% or $47,867 at 6%; with 100% employer match about $53,850 at 4% or $35,900 at 6%. |
| ADVISOR LOGISTICS, LLC 401(K) PLAN | - | 2 | $8,562 | $8,616 | $4,308iApproximate average salary by contribution assumption: employee only about $107,700 at 4% or $71,800 at 6%; with 50% employer match about $71,800 at 4% or $47,867 at 6%; with 100% employer match about $53,850 at 4% or $35,900 at 6%. |