Investment adviser · CRD 288129
SST BENEFITS CONSULTING
Investment adviser filing (IA)
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
ALISO VIEJO, CA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $524M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 5 | $524,070,498 | 100.0% |
Filing source
Form ADV 2081812 · Mar 25, 2026 · 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: Mar 25, 2026. View historical filings
Reported services
Pension consulting
Compensation
Hourly · Fixed
Principal office
120 VANTIS, SUITE 400ALISO VIEJO, CA, 92656, United States
CRD 288129
Filing source
Form ADV 2081812 · Mar 25, 2026 · 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.