Rps Retirement Plan Advisors
- Regulatory AUM
- $336M
- Discretionary
- $336M
- Clients
- 31
- Avg AUM / client
- $10.8M
- Accounts
- 31
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 31 | $336M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cws Savings Plan (401(k)) Cws Capital Partners Llc | 2024 | |
| Trend Hr Retirement Savings Plan Thr Outsourcing, Llc | 2024 | |
| Advanced Pain Care, 401(k) & Profit Sharing Plan Advanced Pain Care, Pa | 2024 | |
| Atlas Technical Consultants 401(k) Plan Atlas Technical Consultants, Llc | 2024 | |
| Rps Smartcourse Savings Plan Americantcs Fiduciary Services, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brooks Collier Slaughter | Managing Partner/Cco | CFP | Jan 2022 (5y) | ≈ 18.75% – 50% via Richard P. Slaughter Holdings |
| Mari Elizabeth Erb | Registered representative | CFP | Apr 2022 (4y) | |
| Darby Suggs Armont | Registered representative | CFP CFA | Apr 2022 (4y) | |
| Virginia Malave Paneda | Registered representative | CFP | May 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Richard P. Slaughter Holdings | Holding Company | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brooks Collier Slaughter: 25% – 50% of Richard P. Slaughter Holdings × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cws Savings Plan (401(k)) | Cws Capital Partners Llc | 1,001 | $48.9M | 01/01/2024 |
| Trend Hr Retirement Savings Plan | Thr Outsourcing, Llc | 528 | $10.6M | 01/01/2024 |
| Advanced Pain Care, 401(k) & Profit Sharing Plan | Advanced Pain Care, Pa | 572 | $19.4M | 01/01/2024 |
| Atlas Technical Consultants 401(k) Plan | Atlas Technical Consultants, Llc | 3,506 | $326M | 01/01/2024 |
| Rps Smartcourse Savings Plan | Americantcs Fiduciary Services, Llc | 691 | $10.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.08 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
- • Commissions
Services
- • Pension consulting services
Custody
Reported custodians
- Mid Atlantic Clearing & Settlement Corporation $316M (71% of AUM) Sep 2024
- Newedge Securities, Inc. $258M (74% of AUM) Aug 2023
- Principal Securities, Inc. $104M (31% of AUM) Apr 2026
- Charles Schwab & Co. $91.2M (27% of AUM) Apr 2026
- Fidelity Brokerage Services $60.2M (18% of AUM) Apr 2026
- Ascensus Broker Dealer Services, Llc $42.4M (13% of AUM) Apr 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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗