Trpc Advisory Services

TRPC Advisory Services, Inc. is a subsidiary of The Retirement Plan Company, LLC, established in 2015 and acquired by U.S. Retirement Partners, Inc. in 2016. The firm specializes in providing discretionary and non-discretionary investment advisory services primarily for Retirement Plans, especially 401(k) Plans. They offer services through Supporting Portfolio Management Services, providing plan sponsors with investment information and recommendations. TAS assists in asset allocation and offers educational resources for plan participants. The firm does not impose minimum account sizes or fees. TAS charges annual asset-based fees ranging from 0.1% to 1.0% for portfolio management services. They do not charge performance-based fees. TAS acts as a fiduciary for ERISA accounts, ensuring that fees are offset when receiving commissions. The firm does not engage in principal transactions and has a Code of Ethics to ensure ethical conduct. TAS does not vote on proxies for clients and does not have financial conditions impairing its ability to meet obligations. The firm provides detailed information on its methods of analysis, investment strategies, and risk of loss. Clients have the option to impose restrictions on their accounts, which may affect portfolio risk-reward levels. TAS had approximately $811 million in assets under management as of December 31, 2024.