Plan Sponsor Adviser, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$0
About
Plan Sponsor Adviser, LLC provides consulting and investment-advisory services to employers that sponsor ERISA-covered retirement plans, including 401(k), profit‑sharing, and pension plans. Its client base consists exclusively of plan sponsors rather than individual retail investors.
The firm’s investment process is organized around ERISA fiduciary duties, combining quantitative monitoring with qualitative manager and strategy assessment and using institutional research tools to create model portfolios and custom benchmarks. It differentiates between participant-directed and trustee-directed plans by recommending broad market (index) and active strategies for participants and a core–satellite approach for trustee‑directed trusts, while leaving participant allocation decisions to plan participants where applicable.
Compared with many peers, the firm emphasizes pension and profit‑sharing plan consulting and devotes a substantial portion of its work to non‑investment plan services (plan design, vendor selection, compliance, and administration). It does not provide individual portfolio management or participant-level investment management and does not charge standard percentage‑of‑assets advisory fees, instead working on negotiated arrangements with recurring committee reporting and periodic reviews to support plan fiduciaries.
Client services
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Hourly rates range from $225 to $350 per hour, negotiable and fixed once set; rates increase by 2% annually absent 60 days notice
Minimum fee: Minimum annual fee of $6,500.00 Fee-only: Annual Service Fee is negotiated; starts with 10 basis points (0.10%) of plan assets under advisement, adjusted for plan specifics; minimum annual fee $6,500.00
Main office location
Plan Sponsor Adviser, LLC
Henrico VA, United States
Number of offices
1
Most active in
Plan Sponsor Adviser, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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