Qualified Plan Advisory, Llc
- Regulatory AUM
- $105M
- Discretionary
- $10.6M
- Clients
- 30
- Avg AUM / client
- $3.5M
- Accounts
- 30
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $10.6M | 10.1% |
| Pension and profit sharing plans | 10 | $94.2M | 89.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Drew Memorial Hospital, Inc. 401(k) Plan Drew Memorial Hospital, Inc. | 2024 | |
| Evergreen Living Innovations, Inc. 401 K Retirement Plan Evergreen Living Innovations Inc. | 2024 | |
| Tenaska Retirement Plan Tenaska, Inc | 2024 | |
| E.B. Bradley Company Profit Sharing 401(k) Plan E.B. Bradley Company | 2024 | |
| Karl's, Inc. 401(k) Plan Karl's Tv & Appliance Inc. | 2024 | |
| Ozark Health, Inc. 401(k) Plan Ozark Health, Inc. | 2024 | |
| Wynden Stark Llc 401(k) Profit Sharing Plan And Trust (Internal) Wynden Stark Llc | 2024 | |
| Qualified Plan Advisors Pooled Employer Plan Newport Group, Inc. | 2024 | |
| Excelligence Learning Corporation 401(k) Plan Excelligence Learning Corporation | 2024 | |
| Rotorcraft Leasing 401 K Plan Rotorcraft Leasing Company, Llc | 2024 | |
| The Suter Company Employees' Savings & Retirement Plan The Suter Company, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Campbell | President, Chief Compliance Officer | Jan 2006 (21y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Drew Memorial Hospital, Inc. 401(k) Plan | Drew Memorial Hospital, Inc. | 0 | $0 | 01/01/2024 |
| Evergreen Living Innovations, Inc. 401 K Retirement Plan | Evergreen Living Innovations Inc. | 84 | $3.9M | 01/01/2024 |
| Tenaska Retirement Plan | Tenaska, Inc | 818 | $390M | 01/01/2024 |
| E.B. Bradley Company Profit Sharing 401(k) Plan | E.B. Bradley Company | 282 | $26.5M | 01/01/2024 |
| Karl's, Inc. 401(k) Plan | Karl's Tv & Appliance Inc. | 380 | $5.6M | 01/01/2024 |
| Ozark Health, Inc. 401(k) Plan | Ozark Health, Inc. | 376 | $3.6M | 01/01/2024 |
| Wynden Stark Llc 401(k) Profit Sharing Plan And Trust (Internal) | Wynden Stark Llc | 479 | $5.7M | 01/01/2024 |
| Qualified Plan Advisors Pooled Employer Plan | Newport Group, Inc. | 1,212 | $17.9M | 01/01/2024 |
| Excelligence Learning Corporation 401(k) Plan | Excelligence Learning Corporation | 1,099 | $40.4M | 01/01/2024 |
| Rotorcraft Leasing 401 K Plan | Rotorcraft Leasing Company, Llc | 211 | $14.6M | 01/01/2024 |
| The Suter Company Employees' Savings & Retirement Plan | The Suter Company, Inc. | 369 | $17.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Ascensus Financial Services, Llc. $47.5M (45% of AUM) May 2026
- Northwest Plan Services, Inc. $18.0M (17% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗