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Pension Consultants INC

Pension Consultants INC. CRD 113914

Pension Consultants INC logo

CRD: 113914

Pension Consultants INC

Springfield, MO, 65806
4178894918
pension-consultants.com
$5.4B Total AUM
$2.5B Disc. AUM
8.1% 3Y CAGR
17 Employees
94 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Broadridge · Empower · John Hancock
Clients
Retail and Institutional
Platforms
ValueZenith +more
Established Date
07-23-1999
Office Locations
1

Office Locations

300 South Campbell Ave. Springfield MO

About Pension Consultants INC

Pension Consultants Inc (PCI) specializes in 401(k) retirement plan management for employer plan sponsors and fiduciary committees, taking accountability for getting participants on track for retirement. The firm aligns KPIs across contribution behavior, investment lineup performance, and plan fees, and supports vendor search/management alongside ongoing investment monitoring. PCI publishes quarterly results tied to income-replacement projections and net-of-fee performance vs an all-index lineup.

Team overview

55 AVG AGE
$904.0M AVG AUM / ADVISOR
$57.7M AVG AUM / CLIENT
6.4 yrs AVG TENURE
17 Employees
6 Advisory Reps
6 RIA Reps
26yrs Firm Age

Insights

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Accredited Investors

Peak beacon

Asset Classes

Legacy Ridge element Matrix North insight Capital

CRM

Glacier

Custodian

Horizon crest Harbor Oak Fusion Ember

Investment Themes

Ember atlas Horizon harbor Oak timber

Investment Vehicles

Meridian

Services

Foundation signal Zenith Glacier optima Pathway Fusion atlas

Technology

Zenith summit Meridian North Crest

Owner & Executives

B

BRIAN DAVID ALLEN

Chairman, Founder

CRD
#2020476
Ownership
25% but less than 50%
(487) 522-7214
foundation.bridge@meridiancapital.com
in linkedin.com/in/signal-crest
Z

ZACHARY H ALLEN

Chief Executive Officer, Chief Investment Officer

CRD
#6376646
Ownership
25% but less than 50%
(495) 482-4010
zenith.horizon@summitcapital.com
in linkedin.com/in/timber-insight
R

Radial wave

Prime foundation

CRD
#10920
Ownership
8.0%
(431) 326-6501
catalyst.summit@zenithcapital.com
in linkedin.com/in/horizon-eagle

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Contacts

M

Michaela Hutchison

--

CRD
#8035384
(215) 452-2771
delta.fusion@fusioncapital.com
in linkedin.com/in/meridian-foundation
E

Eric D McGuire

--

CRD
#8168101
(818) 532-1105
insight.meridian@eaglecapital.com
in linkedin.com/in/alpha-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-01-2022
02-15-2023
03-07-2024
03-03-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $2,511,333,334 $18,602,469
Non-Discretionary $2,912,616,986 $145,630,849
Total $5,423,950,320 $34,993,228

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Separately Managed Accounts

Total SMA Asset: $5,423,950,320

$5.4B Total SMA
Public Funds:
22.6%
Cash:
12.1%
U.S. Government/Agency:
21.0%
Equity - Exchange:
24.9%
Municipal Bonds:
19.4%
Asset class Assets Assets %
Public Funds $1,853,148,005 22.6%
Cash $992,172,162 12.1%
U.S. Government/Agency $1,721,951,686 21.0%
Equity - Exchange $2,041,742,713 24.9%
Municipal Bonds $1,590,755,367 19.4%
Total $8,199,769,933 100.0%

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