PENTEGRA INVESTORS, INC.
SEC RegisteredPentegra is a different kind of retirement provider.
About the firm
Pentegra is one of America's oldest independent fiduciaries, founded more than 80 years ago as a Named Plan fiduciary. The firm helps employers offer better retirement plans by providing expert oversight and shouldering much of the work and legal responsibility for managing a retirement plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Pentegra offers 3(16) fiduciary overlay services, independent plan administration and oversight, and retirement plan fiduciary services including Named Plan fiduciary and outsourced plan administration.
Who they serve
Employers (plan sponsors), retirement plan advisors, and partners seeking retirement plan administration and fiduciary services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $6.7M |
| Charitable Organizations | 248 | $5.6B |
250 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $10,000,000 | 0.80% |
| Next $15,000,000 | 0.35% |
| Over $25,000,000 | 0.30% |
| Over $50,000,000 | 0.25% |
| Over $100,000,000 | 0.20% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PENTEGRA INVESTORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.