Comperio Retirement Consulting, Inc.
- Regulatory AUM
- $2.0B
- Discretionary
- $0
- Clients
- 27
- Avg AUM / client
- $73.5M
- Accounts
- 32
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 27 | $2.0B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gregory Electric Company, Inc. Employee Savings And Profit Sharing Plan Gregory Electric Company, Inc. | 2024 | |
| Nexsen Pruet 401(k) Profit Sharing Plan Nexsen Pruet, Llc | 2024 | |
| Pepsi Bottling Ventures 401(k) Plan Pepsi Bottling Ventures Llc | 2024 | |
| Mutual Drug 401(k) Plan The North Carolina Mutual Wholesale Drug Company, Inc. | 2024 | |
| Gfl Environmental Us 401(k) Plan Gfl Environmental Holdings (Us), Inc. | 2024 | |
| Community Based Care 401(k) Plan Community Based Care, Llc | 2024 | |
| Danzer Group 401(k) Retirement Plan Danzer Services, Inc. | 2024 | |
| Colinx Retirement Savings Plan Colinx | 2024 | |
| Smart Wires Grid, Inc. 401(k) Plan Smart Wires Grid, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Richard Sotell | Managing Director, President, Chief Compliance Officer & Treasurer | May 2006 (20y) | 75% or more | |
| Scott Francis Fremer | Secretary | Dec 2015 (11y) | 5% – 10% | |
| Jarrott B Heath | Registered representative | Jun 2019 (7y) |
Undisclosed: 0% – 20% 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 (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gregory Electric Company, Inc. Employee Savings And Profit Sharing Plan | Gregory Electric Company, Inc. | 220 | $20.3M | 01/01/2024 |
| Nexsen Pruet 401(k) Profit Sharing Plan | Nexsen Pruet, Llc | 0 | $0 | 01/01/2024 |
| Pepsi Bottling Ventures 401(k) Plan | Pepsi Bottling Ventures Llc | 3,141 | $220M | 01/01/2024 |
| Mutual Drug 401(k) Plan | The North Carolina Mutual Wholesale Drug Company, Inc. | 95 | $22.7M | 01/01/2024 |
| Gfl Environmental Us 401(k) Plan | Gfl Environmental Holdings (Us), Inc. | 9,664 | $312M | 01/01/2024 |
| Community Based Care 401(k) Plan | Community Based Care, Llc | 6,367 | $2.7M | 01/01/2024 |
| Danzer Group 401(k) Retirement Plan | Danzer Services, Inc. | 320 | $35.6M | 01/01/2024 |
| Colinx Retirement Savings Plan | Colinx | 956 | $51.2M | 01/01/2024 |
| Smart Wires Grid, Inc. 401(k) Plan | Smart Wires Grid, Inc. | 57 | $10.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 849 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
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗