Active
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Investment Advice|RENSSELAER, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$4.6B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 6.6M |
| Non-Discretionary | 4.5B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 36026 |
| SEC Number | 801-67370 |
| Street Address | ONE EMPIRE DRIVE |
| Location | RENSSELAER, NY 12144 |
| Country | United States |
| Phone | 518-431-7600 |
| Fax | 518-431-7601 |
| Total Employees | 11 |
| Business Types | broker_dealer, insurance_broker |
Client Count by Type (48 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 48 |
Community Partners
BEST-LUTHER FIRE DEPARTMENT INC
CITY OF RENSSELAER
CITY OF TROY
COUNTY OF RENSSELAER
EAST NASSAU, VILLAGE OF
SCHAGHTICOKE TOWN OF INC
SCHODACK, TOWN OF
TOWN OF BERLIN
TOWN OF BRUNSWICK
TOWN OF EAST GREENBUSH
TOWN OF GRAFTON
TOWN OF HOOSICK
TOWN OF NASSAU
TOWN OF NORTH GREENBUSH
TOWN OF PETERSBURGH
TOWN OF SAND LAKE
TOWN OF SCHAGHTICOKE
TOWN OF SCHODACK
TOWN OF STEPHENTOWN
VILLAGE OF CASTLETON ON HUDSON
BEST-LUTHER FIRE DEPARTMENT INC
CITY OF RENSSELAER
CITY OF TROY
COUNTY OF RENSSELAER
EAST NASSAU, VILLAGE OF
SCHAGHTICOKE TOWN OF INC
SCHODACK, TOWN OF
TOWN OF BERLIN
TOWN OF BRUNSWICK
TOWN OF EAST GREENBUSH
TOWN OF GRAFTON
TOWN OF HOOSICK
TOWN OF NASSAU
TOWN OF NORTH GREENBUSH
TOWN OF PETERSBURGH
TOWN OF SAND LAKE
TOWN OF SCHAGHTICOKE
TOWN OF SCHODACK
TOWN OF STEPHENTOWN
VILLAGE OF CASTLETON ON HUDSON
BEST-LUTHER FIRE DEPARTMENT INC
CITY OF RENSSELAER
CITY OF TROY
COUNTY OF RENSSELAER
EAST NASSAU, VILLAGE OF
SCHAGHTICOKE TOWN OF INC
SCHODACK, TOWN OF
TOWN OF BERLIN
TOWN OF BRUNSWICK
TOWN OF EAST GREENBUSH
TOWN OF GRAFTON
TOWN OF HOOSICK
TOWN OF NASSAU
TOWN OF NORTH GREENBUSH
TOWN OF PETERSBURGH
TOWN OF SAND LAKE
TOWN OF SCHAGHTICOKE
TOWN OF SCHODACK
TOWN OF STEPHENTOWN
VILLAGE OF CASTLETON ON HUDSON
Municipal Government
24 Active
24
Organizations
AVERILL PARK-SAND LAKE FIRE DISTRICT
BERLIN FIRE DISTRICT
CENTER BRUNSWICK FIREHOUSE
EAGLE MILLS FIRE DISTRICT 1
EASTERN PITTSTOWN FIRE DISTRICT
EASTERN RENSSELAER CO SOLID WASTE MANAGEMENT AUTHORITY
EAST GREENBUSH COMMUNITY LIBRARY
EAST GREENBUSH FIRE DISTRICT 1
EAST GREENBUSH FIRE DISTRICT 3
EAST GREENBUSH LIBRARY DISTRICT
EAST SCHODACK FIRE DISTRICT 1
GRAFTON FIRE DISTRICT
HOAGS CORNER FIRE DISTRICT
HOOSICK FALLS FIRE DISTRICT
HOOSICK FIRE DISTRICT
HUDSON-MOHAWK URBAN CULTURAL PARK COMMISSION
JOHNSONVILLE FIRE DISTRICT
MELROSE FIRE DISTRICT
NASSAU JOINT FIRE DISTRICT NO. 1
NORTH GREENBUSH FIRE DISTRICT 1
AVERILL PARK-SAND LAKE FIRE DISTRICT
BERLIN FIRE DISTRICT
CENTER BRUNSWICK FIREHOUSE
EAGLE MILLS FIRE DISTRICT 1
EASTERN PITTSTOWN FIRE DISTRICT
EASTERN RENSSELAER CO SOLID WASTE MANAGEMENT AUTHORITY
EAST GREENBUSH COMMUNITY LIBRARY
EAST GREENBUSH FIRE DISTRICT 1
EAST GREENBUSH FIRE DISTRICT 3
EAST GREENBUSH LIBRARY DISTRICT
EAST SCHODACK FIRE DISTRICT 1
GRAFTON FIRE DISTRICT
HOAGS CORNER FIRE DISTRICT
HOOSICK FALLS FIRE DISTRICT
HOOSICK FIRE DISTRICT
HUDSON-MOHAWK URBAN CULTURAL PARK COMMISSION
JOHNSONVILLE FIRE DISTRICT
MELROSE FIRE DISTRICT
NASSAU JOINT FIRE DISTRICT NO. 1
NORTH GREENBUSH FIRE DISTRICT 1
AVERILL PARK-SAND LAKE FIRE DISTRICT
BERLIN FIRE DISTRICT
CENTER BRUNSWICK FIREHOUSE
EAGLE MILLS FIRE DISTRICT 1
EASTERN PITTSTOWN FIRE DISTRICT
EASTERN RENSSELAER CO SOLID WASTE MANAGEMENT AUTHORITY
EAST GREENBUSH COMMUNITY LIBRARY
EAST GREENBUSH FIRE DISTRICT 1
EAST GREENBUSH FIRE DISTRICT 3
EAST GREENBUSH LIBRARY DISTRICT
EAST SCHODACK FIRE DISTRICT 1
GRAFTON FIRE DISTRICT
HOAGS CORNER FIRE DISTRICT
HOOSICK FALLS FIRE DISTRICT
HOOSICK FIRE DISTRICT
HUDSON-MOHAWK URBAN CULTURAL PARK COMMISSION
JOHNSONVILLE FIRE DISTRICT
MELROSE FIRE DISTRICT
NASSAU JOINT FIRE DISTRICT NO. 1
NORTH GREENBUSH FIRE DISTRICT 1
Special District
36 Active
36
Organizations
AVERILL PARK CSD
BERLIN CENTRAL SCH DIST
BRUNSWICK CENTRAL SCHOOL DIST
EAST GREENBUSH CENTRAL SCHOOL DISTRICT
HOOSICK FALLS CENTRAL SCH DIST
HOOSIC VALLEY CENTRAL SCHOOL DISTRICT
HOOSIC VLLY CNTRL SCH DIST AT SCHAGHTICOKE
HUDSON VALLEY COMM COL
LANSINGBURGH CENTRAL SCH DIST AT TROY
NORTH GREENBUSH COMMON SCHOOL DIST
QUESTAR III BOCES
RENSSALAER CITY SCH DIST
RENSSELAER CITY SCHOOL
SCHODACK CENTRAL SCHOOL DIST
TROY CITY SCH DIST
WYNANTSKILL UNIFED SCHOOL DIST
WYNANTSKILL UNION FREE SCHOOL DISTRICT
AVERILL PARK CSD
BERLIN CENTRAL SCH DIST
BRUNSWICK CENTRAL SCHOOL DIST
EAST GREENBUSH CENTRAL SCHOOL DISTRICT
HOOSICK FALLS CENTRAL SCH DIST
HOOSIC VALLEY CENTRAL SCHOOL DISTRICT
HOOSIC VLLY CNTRL SCH DIST AT SCHAGHTICOKE
HUDSON VALLEY COMM COL
LANSINGBURGH CENTRAL SCH DIST AT TROY
NORTH GREENBUSH COMMON SCHOOL DIST
QUESTAR III BOCES
RENSSALAER CITY SCH DIST
RENSSELAER CITY SCHOOL
SCHODACK CENTRAL SCHOOL DIST
TROY CITY SCH DIST
WYNANTSKILL UNIFED SCHOOL DIST
WYNANTSKILL UNION FREE SCHOOL DISTRICT
AVERILL PARK CSD
BERLIN CENTRAL SCH DIST
BRUNSWICK CENTRAL SCHOOL DIST
EAST GREENBUSH CENTRAL SCHOOL DISTRICT
HOOSICK FALLS CENTRAL SCH DIST
HOOSIC VALLEY CENTRAL SCHOOL DISTRICT
HOOSIC VLLY CNTRL SCH DIST AT SCHAGHTICOKE
HUDSON VALLEY COMM COL
LANSINGBURGH CENTRAL SCH DIST AT TROY
NORTH GREENBUSH COMMON SCHOOL DIST
QUESTAR III BOCES
RENSSALAER CITY SCH DIST
RENSSELAER CITY SCHOOL
SCHODACK CENTRAL SCHOOL DIST
TROY CITY SCH DIST
WYNANTSKILL UNIFED SCHOOL DIST
WYNANTSKILL UNION FREE SCHOOL DISTRICT
School District
17 Active
17
Organizations
0871 RENSSELAER CO EDUCATIONAL EMP
105TH MILITARY POLICE COMPANY ALUMNI ASSOCIATION TROY NEW YORK
21C4E INC
313 PROJECT
586 HOME-WATERS CHAPTER OF TROUT UNLIMITED
7986190 TEAM MOSAIC TOASTMASTERS
ACACIA FRATERNITY INCORPORATED
ADIRONDACK HOOPS
ADIRONDACK ICE
ADOPT-A-PET CLINIC INC
AFRICAN YOUTH AND WOMEN EMPOWERMENT INC
ALBANY CAN CODE INC
ALBANY CHAPTER AMERICAN GOLD STAR MOTHERS INC
ALBANY-HUDSON VALLEY PHYSICIANS ASSISTANT PROGRAM ALUMNI ASSOC
ALBANY JAPANESE LANGUAGE SCHOOL INC
ALBANY MAILERS AND DRIVERS UNION
ALBANY PRO MUSICA INC
ALBANY YOUTH SPORTS INC
ALGONQUIN PARENT ORGANIZATION
ALL ANIMAL RESCUE AND EDUCATION CENTER OF NEW YORK
0871 RENSSELAER CO EDUCATIONAL EMP
105TH MILITARY POLICE COMPANY ALUMNI ASSOCIATION TROY NEW YORK
21C4E INC
313 PROJECT
586 HOME-WATERS CHAPTER OF TROUT UNLIMITED
7986190 TEAM MOSAIC TOASTMASTERS
ACACIA FRATERNITY INCORPORATED
ADIRONDACK HOOPS
ADIRONDACK ICE
ADOPT-A-PET CLINIC INC
AFRICAN YOUTH AND WOMEN EMPOWERMENT INC
ALBANY CAN CODE INC
ALBANY CHAPTER AMERICAN GOLD STAR MOTHERS INC
ALBANY-HUDSON VALLEY PHYSICIANS ASSISTANT PROGRAM ALUMNI ASSOC
ALBANY JAPANESE LANGUAGE SCHOOL INC
ALBANY MAILERS AND DRIVERS UNION
ALBANY PRO MUSICA INC
ALBANY YOUTH SPORTS INC
ALGONQUIN PARENT ORGANIZATION
ALL ANIMAL RESCUE AND EDUCATION CENTER OF NEW YORK
0871 RENSSELAER CO EDUCATIONAL EMP
105TH MILITARY POLICE COMPANY ALUMNI ASSOCIATION TROY NEW YORK
21C4E INC
313 PROJECT
586 HOME-WATERS CHAPTER OF TROUT UNLIMITED
7986190 TEAM MOSAIC TOASTMASTERS
ACACIA FRATERNITY INCORPORATED
ADIRONDACK HOOPS
ADIRONDACK ICE
ADOPT-A-PET CLINIC INC
AFRICAN YOUTH AND WOMEN EMPOWERMENT INC
ALBANY CAN CODE INC
ALBANY CHAPTER AMERICAN GOLD STAR MOTHERS INC
ALBANY-HUDSON VALLEY PHYSICIANS ASSISTANT PROGRAM ALUMNI ASSOC
ALBANY JAPANESE LANGUAGE SCHOOL INC
ALBANY MAILERS AND DRIVERS UNION
ALBANY PRO MUSICA INC
ALBANY YOUTH SPORTS INC
ALGONQUIN PARENT ORGANIZATION
ALL ANIMAL RESCUE AND EDUCATION CENTER OF NEW YORK
Nonprofit Organization
1003 Active
1003
Organizations
Community Partners127 organizations
BEST-LUTHER FIRE DEPARTMENT INC
Municipal Government·WEST SAND LAKE
CITY OF RENSSELAER
Municipal Government·RENSSELAER
CITY OF TROY
Municipal Government·TROY
EAST NASSAU, VILLAGE OF
Municipal Government·EAST NASSAU
SCHAGHTICOKE TOWN OF INC
Municipal Government·MELROSE
SCHODACK, TOWN OF
Municipal Government·CASTLETON
TOWN OF EAST GREENBUSH
Municipal Government·RENSSELAER
TOWN OF HOOSICK
Municipal Government·HOOSICK FALLS
TOWN OF NORTH GREENBUSH
Municipal Government·TROY
TOWN OF SAND LAKE
Municipal Government·SAND LAKE
TOWN OF SCHAGHTICOKE
Municipal Government·MELROSE
VILLAGE OF HOOSICK FALLS
Municipal Government·HOOSICK FALLS
VILLAGE OF SCHAGHTICOKE
Municipal Government·SCHAGHTICOKE
AVERILL PARK-SAND LAKE FIRE DISTRICT
Special District·AVERILL PARK
CENTER BRUNSWICK FIREHOUSE
Special District·TROY
EAGLE MILLS FIRE DISTRICT 1
Special District·CROPSEYVILLE
EASTERN PITTSTOWN FIRE DISTRICT
Special District·JOHNSONVILLE
EAST GREENBUSH COMMUNITY LIBRARY
Special District·EAST GREENBUSH
GRAFTON FIRE DISTRICT
Special District·CROPSEYVILLE
HOAGS CORNER FIRE DISTRICT
Special District·EAST NASSAU
HOOSICK FALLS FIRE DISTRICT
Special District·HOOSICK FALLS
HOOSICK FIRE DISTRICT
Special District·HOOSICK
JOHNSONVILLE FIRE DISTRICT
Special District·JOHNSONVILLE
MELROSE FIRE DISTRICT
Special District·MELROSE
NORTH GREENBUSH FIRE DISTRICT 1
Special District·WYNANTSKILL
PETERSBURG FIRE DISTRICT #1
Special District·PETERSBURG
PETERSBURGH FIRE DISTRICT 1
Special District·PETERSBURG
PLEASANTDALE FIRE DISTRICT 5
Special District·TROY
RAYMERTOWN FIRE DIST
Special District·TROY
RENSSELAER COUNTY SOIL & WATER CONSERVATION DISTRICT
Special District·TROY
SAND LAKE FIRE DISTRICT 3
Special District·SAND LAKE
SCHODACK CENTER FIRE DISTRICT
Special District·EAST GREENBUSH
SCHODACK LANDING FIRE DISTRICT 1
Special District·SCHODACK LANDING
SCHODACK VALLEY FIRE DISTRICT
Special District·CASTLETON ON HUDSON
SOUTH SCHODACK FIRE DISTRICT
Special District·EAST SCHODACK
STEPHENTOWN FIRE DISTRICT 1
Special District·STEPHENTOWN
TABORTON FIRE CO
Special District·SAND LAKE
TROY PUBLIC LIBRARY
Special District·TROY
NORTH GREENBUSH COMMON SCHOOL DIST
School District·RENSSELAER
QUESTAR III BOCES
School District·CASTLETON
0871 RENSSELAER CO EDUCATIONAL EMP
Nonprofit Organization·EAST GREENBUSH
105TH MILITARY POLICE COMPANY ALUMNI ASSOCIATION TROY NEW YORK
Nonprofit Organization·Petersburgh
21C4E INC
Nonprofit Organization·Troy
313 PROJECT
Nonprofit Organization·Stephentown
586 HOME-WATERS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WEST SAND LAKE
7986190 TEAM MOSAIC TOASTMASTERS
Nonprofit Organization·Troy
ACACIA FRATERNITY INCORPORATED
Nonprofit Organization·TROY
ADIRONDACK HOOPS
Nonprofit Organization·TROY
ADIRONDACK ICE
Nonprofit Organization·Castleton
ADOPT-A-PET CLINIC INC
Nonprofit Organization·Troy
AFRICAN YOUTH AND WOMEN EMPOWERMENT INC
Nonprofit Organization·TROY
ALBANY CAN CODE INC
Nonprofit Organization·EAST GREENBUSH
ALBANY CHAPTER AMERICAN GOLD STAR MOTHERS INC
Nonprofit Organization·East Greenbush
ALBANY-HUDSON VALLEY PHYSICIANS ASSISTANT PROGRAM ALUMNI ASSOC
Nonprofit Organization·Wynantskill
ALBANY JAPANESE LANGUAGE SCHOOL INC
Nonprofit Organization·Wynantskill
ALBANY MAILERS AND DRIVERS UNION
Nonprofit Organization·TROY
ALBANY PRO MUSICA INC
Nonprofit Organization·TROY
ALBANY YOUTH SPORTS INC
Nonprofit Organization·East Greenbush
ALGONQUIN PARENT ORGANIZATION
Nonprofit Organization·Averill Park
ALL ANIMAL RESCUE AND EDUCATION CENTER OF NEW YORK
Nonprofit Organization·west sand lake
Alliance Burmese Capital District Inc
Nonprofit Organization·Troy
ALLIANCE FOR MUSIC PERFORMANCE IN
Nonprofit Organization·TROY
ALLIANCE OF DIVINE LOVE INC
Nonprofit Organization·Stephentown
ALL SPIRITS KINDRED
Nonprofit Organization·Wynantskill
ALPHA CHI RHO FRATERNITY
Nonprofit Organization·TROY
ALPHA EPSILON DELTA
Nonprofit Organization·Troy
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·TROY
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Troy
ALPHA OMEGA EPSILON INTEREST GROUP
Nonprofit Organization·troy
ALPHA PHI OMEGA
Nonprofit Organization·Troy
ALPHA PHI OMEGA
Nonprofit Organization·Troy
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Troy
ALPHA SIGMA PHI FRATERNITY
Nonprofit Organization·Troy
ALPHA TAU ALUMNI CHAPTER OF PI KAPPA PHI
Nonprofit Organization·Troy
ALS TEAM TOWN INC
Nonprofit Organization·SCHAGHTICOKE
ALTERNATIVES TO VIOLENCE PROJECT INC
Nonprofit Organization·Troy
ALZHEIMERS PREVENTION CHARITY
Nonprofit Organization·Troy
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Troy
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Troy
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·troy
AMERICAN BRITTANY CLUB INC
Nonprofit Organization·nassau
AMERICAN COLLEGE OF DENTISTS INC
Nonprofit Organization·Troy
AMERICAN CONCRETE PAVEMENT
Nonprofit Organization·EAST SCHODACK
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Hoosick Falls
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Troy
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·East Greenbush
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Castleton
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Troy
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Rensselaer
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Troy