Employer · plans filed under one EIN
Americantcs Fiduciary Services, LLC
Pittsburgh, PA · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
27 retirement plans with 100 or more participants file Form 5500 under Americantcs Fiduciary Services, LLC's employer identification number (Pittsburgh, Pennsylvania). Their latest filings total 29,450 participant records and $652M in net assets.
The largest is Golden Retirement Plan, a 401(k) plan with 4,283 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $20.1M and participant contributions $42.7M in the latest plan years; benefits paid were $37.1M. Schedule C compensation reported to service provider organisations totalled $3.0M.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Golden Retirement Plan | 401(k) plan | 2024 | 4,283 | $10.0M | $2,336 | $269 | $206K |
| Americantcs 401(k) Plan | 401(k) plan | 2024 | 3,341 | $54.2M | $16,208 | $482 | $260K |
| The Achieve Advantage 401(k) Plan | 401(k) plan | 2024 | 2,203 | $30.0M | $13,629 | $587 | $153K |
| The Logical Retirement Solution | 401(k) plan | 2024 | 2,052 | $90.8M | $44,247 | $1,585 | $495K |
| Americas 403(b) PEP | 403(b) plan | 2024 | 1,776 | $73.2M | $41,215 | $851 | $189K |
| KFG Financial Freedom Fund | 401(k) plan | 2024 | 1,524 | $51.8M | $34,005 | $1,550 | $459K |
| Flexible 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,435 | $58.6M | $40,839 | $1,233 | $311K |
| Ameritas Pooled Employer Plan | 401(k) plan | 2024 | 1,345 | — | — | — | $0 |
| RPS Blueprint | 401(k) plan | 2024 | 1,235 | — | — | — | $0 |
| Flexpep(b) Pooled Employer 403(b) Plan | 403(b) plan | 2024 | 1,214 | $16.3M | $13,392 | $108 | $370 |
| Mariner Select Retirement Plan | 401(k) plan | 2024 | 1,071 | $7.9M | $7,360 | $1,111 | $58K |
| Bluestar BKS Pooled Employer Plan | 401(k) plan | 2024 | 958 | $14.5M | $15,121 | $643 | $65K |
| Qui(k) 401(k) Plan | 401(k) plan | 2024 | 942 | $22.3M | $23,684 | $1,404 | $150K |
| Fdabundance PEP | 401(k) plan | 2024 | 921 | $97.0M | $105,350 | $3,196 | $149K |
| Blue Horizons Pooled Employer Plan | 401(k) plan | 2024 | 824 | $29.6M | $35,971 | $909 | $114K |
| RPS Smartcourse Savings Plan | 401(k) plan | 2024 | 741 | $10.1M | $13,654 | $760 | $94K |
| Smith Bruer United 401(k) Plan | 401(k) plan | 2024 | 638 | $29.7M | $46,474 | $1,602 | $178K |
| Flexpep(k) Pooled Employer 401(k) Plan | 401(k) plan | 2024 | 636 | $41.7M | $65,515 | $212 | $1,210 |
| Cerity Partners Pooled Employer Plan | 401(k) plan | 2024 | 557 | $3.7M | $6,688 | $1,202 | $40K |
| CFS PEP | 401(k) plan | 2024 | 462 | $10.8M | $23,441 | $1,787 | $91K |
| Strategies for Wealth PEP | 401(k) plan | 2025 | 271 | — | — | — | $0 |
| Cabana PEP Solution | 401(k) plan | 2025 | 257 | — | — | — | $0 |
| HCM Guided Retirement Plan | 401(k) plan | 2024 | 200 | — | — | — | $0 |
| Strive Pooled Employer Plan | 401(k) plan | 2025 | 183 | — | — | — | $0 |
| Americas 401(k) PEP | 401(k) plan | 2025 | 138 | — | — | — | $0 |
| Cornerstonepeo PEP | 401(k) plan | 2025 | 122 | — | — | — | $0 |
| Socially Responsible Pooled Employer Plan | 401(k) plan | 2024 | 121 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 5 | 971 | $0 | $0 | $0 |
| 2024 | 25 | 28,856 | $652M | $20.1M | $42.7M |
| 2023 | 18 | 18,700 | $353M | $13.5M | $30.3M |
| 2022 | 1 | 482 | $0 | $0 | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| At Retirement Services, LLC | Recordkeeping and information management; Participant communication; Contract Administrator | 6 | $579,422 |
| Ameritas Life Insurance Corp. | Claims processing; Contract Administrator; Plan Administrator; Recordkeeping and information management | 9 | $533,769 |
| Americantcs Fiduciary Services, LLC | Claims processing; Plan Administrator; Recordkeeping and information management; Named fiduciary | 15 | $527,434 |
| KFG Wealth Management, LLC | Investment advisory (plan) | 1 | $220,893 |
| High Probability Advisors | Investment advisory (plan) | 1 | $175,212 |
| RBF Capital Management, Inc. | Investment advisory (participants); Investment advisory (plan); Investment management | 1 | $141,259 |
| Smith Bruer Advisors | Investment advisory (plan) | 1 | $103,303 |
| Global Retirement Partners | Investment advisory (participants); Investment management | 1 | $97,054 |
| Unified Trust Company | Recordkeeping and information management; Participant loan processing; Trustee (bank, trust company, or similar financial institution) | 1 | $81,205 |
| Cpi Qualified Plan Consultants, Inc. | Contract Administrator; Recordkeeping and information management; Trustee (discretionary); Participant loan processing | 1 | $70,674 |
| Incline Pension Consulting | Consulting (pension); Investment advisory (participants); Other services | 1 | $56,117 |
| Mass Mutual | — | 1 | $53,738 |
| Ladenburg Thalmann Asset Management | Investment advisory (plan); Investment management | 1 | $42,304 |
| Securities America Advisors, Inc. | Investment advisory (plan) | 2 | $39,287 |
| Charles Schwab Bank | Custodial (securities); Trustee (directed); Participant loan processing; Securities brokerage | 8 | $38,000 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Americantcs Fiduciary Services, LLC have?
27 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Golden Retirement Plan, Americantcs 401(k) Plan, The Achieve Advantage 401(k) Plan and The Logical Retirement Solution and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Americantcs Fiduciary Services, LLC contribute to its plans?
$20,131,138 in employer contributions across these plans in their latest plan years, about $768 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name At Retirement Services, LLC, Ameritas Life Insurance Corp., Americantcs Fiduciary Services, LLC and KFG Wealth Management, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.