# Plan Sponsor Adviser, LLC

> Plan Sponsor Adviser, LLC is a state-registered investment advisory firm, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 132009
- Filed as: PLAN SPONSOR ADVISER, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132009
- AdvisorCensus page: https://advisorcensus.com/firm/plan-sponsor-adviser-llc-132009

## Quick answers

**How is Plan Sponsor Adviser, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plan Sponsor Adviser, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Plan Sponsor Adviser, LLC registered with the SEC or a state?**
Plan Sponsor Adviser, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132009.

**Does Plan Sponsor Adviser, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132009

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plansponsoradviser.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plan Sponsor Adviser, LLC (CRD 132009): Form ADV filing data as of October 2026.