Investment adviser · CRD 110048
PLAN STRATEGIES INC
Investment adviser filing (IA)
CENTENNIAL, CO, United States · Form ADV filed Jun 30, 2021
- Regulatory AUM
- $292M Form ADV · Item 5.F
- Client accounts
- 189 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 189 | $292,327,982 | 100.0% |
Filing source
Form ADV 1550720 · Jun 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2021. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
5975 S QUEBEC, SUITE 300CENTENNIAL, CO, 80111, United States
CRD 110048
Filing source
Form ADV 1550720 · Jun 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.