Trueplan Benefit and Retirement Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Rensselaer, NY. Its latest Form ADV filing, dated March 25, 2026, reports $5.1B in regulatory assets under management, 11 employee, and 96 accounts.
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
48
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 25, 2026
Discretionary1.2%
$60M
1% of total RAUM1.2%
Non-discretionary98.8%
$5.0B
99% of total RAUM98.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts96
10Y AUM Change+$3.1B (+159.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee4:1
10Y Employee Change-8 (-42.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.