Department of Labor filing

ADVISOR SOLUTIONS, INC.

ADVISOR SOLUTIONS, INC. 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 3, 2026Verified current terms Not available

Plan summary

The numbers that matter first

These are the clearest figures reported in the latest public filing.

01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

Not reported was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expenses$374

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peersNot reported

Not reported per active participant in 2025.

10 · Plan healthFiling history

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense27th percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: employer_contribution_measure_unavailable

The short version

What employees should know

For the year ended Dec 31, 2025, ADVISOR SOLUTIONS, INC. reported Not reported in employer contributions across this plan, or Not reported per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating16

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeNot enough history

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
Not reported
Not reported per active participant
Participant contributions
$80,444
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
Not reported
Active participants
16
Small plan
Total participants
18
15 at the beginning of the year
Ending assets
$1,076,619
$59,812 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$842,318
Ending net assets
$1,076,619
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$244,026
Total expenses
$9,725
Administrative expenses
$6,725
$374 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$374
Active participants
2025
16
Total plan assets
2025
$1,076,619
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025Not reported161.1M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
815371485-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jun 1, 2017
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2F2G3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025TripAdvisor, Inc. — 10-K filed 2026-02-13
Official filing · details not yet checked
What it says about employer contributions

he first 6 % of employee contributions to the plan for a maximum employer contribution of 3 % of a participant’s eligible earnings. The catch-up contributions are not eligible for employer matching contributions. The matching contributions portion of an employee’s account, vests after two years of service. Additionally, at the end of the 401(k) Plan year, we make a discretionary matching contribution to eligible participants. This additional discretionary matching employer contribution (or “true up”) is limited to match only contributions up to 3% of eligible compensation. We also have various defined contribution plans for our non-U.S. employees. Our contribution to the 401(k) Plan and our non-U.S. defined contribution plans which are recorded in our consolidated statements of operations

What it says about automatic enrollment

contributions”). Employees may also contribute into the 401(k) Plan on an after-tax basis up (or “Roth 401(k) contributions”) to an annual maximum of 10 %. The 401(k) Plan has an automatic enrollment feature at 6 % pre-tax. We match 50 % of the first 6 % of employee contributions to the plan for a maximum employer contribution of 3 % of a participant’s eligible earnings. The catch-up contributions are not eligible for employer matching contributions. The matching contributions portion of an employee’s account, vests after two years of service. Additionally, at the end of the 401(k) Plan year, we make a discretionary matching contribution to eligible participants. This additional discretionary matching employer contribution (or “true up”) is limited to match only contributions up to 3% of

What it says about fees

en compared to the same period in 2024, primarily due to increased data center costs in Hotels and Other and licensing costs in Experiences. General and Administrative General and administrative expenses consist primarily of professional service fees and other fees including audit, legal, tax and accounting, and other operating costs including real estate and office expenses, and non-compensation related personnel expenses such as travel, relocation, recruiting, and training expenses. Year ended December 31, % Change 2025 2024 2023 2025 vs. 2024 2024 vs. 2023 (in millions) General and administrative $ 67.9 $ 90.5 $ 79.1 (25 %) 14 % % of revenue 3.6 % 4.9 % 4.4 % General and administrative costs decreased $23 million during the year ended December 31, 2025 when compared to the same period i

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260703092609NAL0015674209001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗