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Plan Sponsor Advisors, LLC (Chicago)


Plan Sponsor Advisors, LLC is a pension cosultant based in Chicago. It manages $19.65 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois and Texas.

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Plan Sponsor Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Plan Sponsor Advisors: assets under management

The assets under management (AUM) of Plan Sponsor Advisors, LLC is $19.65 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $163.9 million in discretionary accounts and $19.49 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $628.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plan Sponsor Advisors, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Plan Sponsor Advisors, LLC performs its advisory services is located at 125 S Wacker Dr., Chicago, IL 60606 4430, which is also the mailing address of the firm. An additional office of the firm is in Avon, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-214-1500 or by fax 312-214-0803. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.plansponsoradvisors.com.


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