Planpilot, Llc
- Regulatory AUM
- $5.6B
- Discretionary
- $5.6B
- Clients
- 172
- Avg AUM / client
- $32.4M
- Accounts
- 29
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 172 | $5.6B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Allen Olsen | Managing Member And Chief Compliance Officer | Dec 2011 (15y) | 75% or more | |
| Steinborn, Jerry, Robert | Member | Jul 2014 (12y) | 10% – 25% | |
| William Andrew Karsten | Registered representative | Jan 2016 (11y) | ||
| Nathan S Cassel | Registered representative | Dec 2017 (9y) | ||
| Thomas Francis Loftus | Registered representative | Feb 2020 (6y) | ||
| Scott Hemerda | Registered representative | Nov 2023 (3y) | ||
| Greg Michael Papantonio | Registered representative | Jul 2024 (2y) | ||
| Bradley Jon Sieniawski | Registered representative | Mar 2025 (1y) | ||
| Adam Wade Polacek | Registered representative | CFA | May 2025 (1y) |
Undisclosed: 0% – 15% 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 (50)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Blake School Defined Contribution Plan | The Blake School | 328 | $127M | 09/01/2024 |
| Annunciation Orthodox School Defined Contribution Retirement Plan | Annunciation Orthodox School | 124 | $26.9M | 07/01/2024 |
| The Parish Episcopal School 403(b) Dc Plan And Parish Episcopal School 403(b) Tda Plan | Parish Episcopal School | 266 | $40.3M | 07/01/2024 |
| Green Vale School 403(b) Dc Plan Ra | Green Vale School | 112 | $44.0M | 07/01/2024 |
| Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan | Beaver Country Day School, Inc. | 140 | $51.5M | 07/01/2024 |
| North Shore Country Day School Defined Contribution Retirement Plan | North Shore Country Day School | 139 | $47.8M | 07/01/2024 |
| Trinity Episcopal School Corporation Defined Contribution Retirement Plan | Trinity Episcopal School Corporation | 261 | $88.8M | 07/01/2024 |
| Newark Academy Dc Retirement Plan | Newark Academy Trustees | 143 | $60.4M | 07/01/2024 |
| Coker University Retirement Plan | Coker University | 162 | $30.0M | 07/01/2024 |
| Whitman College Retirement Plan | Board Of Trustees Of Whitman College | 1,478 | $228M | 07/01/2024 |
| Hewitt School Defined Contribution Retirement Plan | The Hewitt School | 131 | $52.7M | 01/01/2024 |
| Town School For Boys Dc Retirement Plan | Town School For Boys | 134 | $43.0M | 01/01/2024 |
| The Saint Ann's School Tax Deferred Annuity Plan | Saint Anns School | 325 | $96.6M | 01/01/2024 |
| Wynright 401(k) Plan And Trust | Daifuku Intralogistics America Corporation | 0 | $0 | 01/01/2024 |
| Capitol Hill Day School Retirement Plan | Capitol Hill Day School | 74 | $0 | 01/01/2024 |
| Butler University Retirement Plan | Butler University | 3,941 | $373M | 01/01/2024 |
| Wyoming Seminary Defined Contribution Retirement Plan | Wyoming Seminary | 195 | $50.7M | 01/01/2024 |
| Iit Research Institute Employees' Tax Sheltered Annuity Plan | Iit Research Institute | 114 | $108M | 01/01/2024 |
| Grace Church School Retirement And Savings Plan | Grace Church School | 225 | $75.3M | 01/01/2024 |
| Saint David's School Retirement Plan | Saint David's School | 157 | $73.0M | 01/01/2024 |
| Olivet Nazarene University Dc Retirement Plan | Olivet Nazarene University | 573 | $102M | 01/01/2024 |
| Holy Innocents' Episcopal School 403(b) Plan | Holy Innocents' Episcopal School, Inc. | 293 | $67.1M | 01/01/2024 |
| Eastern University Defined Contribution Retirement Plan | Eastern University | 697 | $86.6M | 01/01/2024 |
| Bank Street College Of Education Defined Contribution Plan | Bank Street College Of Education | 572 | $168M | 01/01/2024 |
| Ethical Culture Fieldston School 403(b) Retirement Plan | Ethical Culture Fieldston School | 388 | $206M | 01/01/2024 |
Top 25 of 50 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 988 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Tiaa Cref Trust Company, Fsb $5.5B (99% of AUM) Feb 2026
- Voya Institutional Trust Company $51.2M (13% of AUM) Mar 2020
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: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗