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Q3 2025 AmericanTCS 401(k)Composite Benchmark

The AmericanTCS Composite Benchmark returned 5.84% for the quarter edging out the Balanced Index’s return of 5.19%....

Q2 2024 AmericanTCS 401(k) Composite Benchmark

Q2 2024 AmericanTCS 401(k) Composite Benchmark

The AmericanTCS 401(k) Composite Benchmark delivered a 1.48% return in the second quarter, outperforming the Balanced...

Q1 2024 AmericanTCS 401(k) Composite Benchmark

Q1 2024 AmericanTCS 401(k) Composite Benchmark

The AmericanTCS 401(k) composite benchmark delivered a 6.41% return in the first quarter of 2024, starting the year on...

FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity

Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 ...

Q4 2023 AmericanTCS 401(k) Composite Benchmark

Q4 2023 AmericanTCS 401(k) Composite Benchmark

The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on...

Q3 2023 AmericanTCS 401(k) Composite Benchmark

Q3 2023 AmericanTCS 401(k) Composite Benchmark

In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a...

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AmericanTCS is a brand name used by affiliates Mid Atlantic Trust Company (DBA American Trust Custody), American Trust Company, AmericanTCS Fiduciary Services, LLC, American Technology Automation and AT Retirement Services, LLC in marketing financial services to the retirement industry. AT Retirement Services, LLC is not a trust company and does not provide fiduciary services other than certain administrative services as defined under ERISA. Administrative fiduciary services offered through AmericanTCS Fiduciary Services, LLC.

The following entities and affiliates may provide the services noted. Trust and custody services offered either through American Trust Custody or American Trust Company, both non-depository trust companies. Also, advisory services offered through American Trust Company. Securities

offered through Mid Atlantic Clearing & Settlement Corporation, member FINRA/SIPC. Advisory services may also be offered through NewEdge Advisors, LLC, a registered investment adviser. Recordkeeping and administrative services offered through AT Retirement Services, LLC. American Technology Automation offers services through Hub+ and PensionPro.

Through its various businesses under AmericanTCS and NewEdge Capital Group, EdgeCo Holdings is a premier provider of best-in-class, technology-enabled solutions for financial intermediaries and their clients. For over four decades, EdgeCo companies have provided a suite of technology and support services, including full-service retirement plan administration, brokerage, advisory, and trust and custody services to a diverse national client base of financial intermediaries.

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