The Retirement Plan Company, LLC (Brentwood)

Name: The Retirement Plan Company, LLC
Address: 1620 Westgate Circle, Brentwood, TN, 37027
Telephone: 615-515-4401

The Retirement Plan Company, LLC is a large advisory firm based in Brentwood. It manages $190.5 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of North Carolina, Ohio, South Carolina, Tennessee, and Texas.

The Retirement Plan Company provides pension consulting services and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Retirement Plan Company: assets under management

The assets under management (AUM) of The Retirement Plan Company, LLC is $190.5 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.64 million in discretionary accounts and $112.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.47 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.69 million.

The Retirement Plan Company has custody of $110.52 thousand in cash and securities for 34 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Retirement Plan Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Retirement Plan Company, LLC

John Kevin Kopra has been acting as President since 1 Dec 2004. The Retirement Plan Company Llc joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Kevin Kopra	President	1 Dec 2004	50% - 75%	4372420
Paul M Tambe	Secretary	1 Dec 2004	50% - 75%	4906952
Paul Michael Tambe	Secretary	1 Dec 2004	50% - 75%	4906952
Scott Rader	Chief compliance officer	1 Dec 2014	Other	5842833
Jeffery Scott Rader	Chief compliance officer	1 Dec 2014	Other	5842833
The Retirement Plan Company Llc	Owner	1 Jan 2016	75% - 100%	38-3712991

Based in Brentwood

The principal office where The Retirement Plan Company, LLC performs its advisory services is located at 1620 Westgate Circle, Brentwood, TN 37027 The mailing address of the firm is P.O. Box 1429, Brentwood, TN 37024 1429. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-515-4401 or by fax 615-515-4501. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trpcweb.com.