New England Retirement Consultants, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $113M
- Clients
- 14
- Avg AUM / client
- $151M
- Accounts
- 14
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 14 | $2.1B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Trion Industries, Inc. Employee's 401(k) Savings Plan Trion Industries, Inc | 2024 | |
| Gifford Health Care, Inc. 403(b) Retirement Plan Gifford Health Care, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glenn Arthur Jensen | Managing Member | Aug 2006 (20y) | 75% or more | |
| Christopher Paul Cappello | Chief Compliance Officer | Sep 2016 (10y) | Less than 5% | |
| Doris Virginia Ferullo | Registered representative | Jul 2009 (17y) | ||
| John Randolph Gepfert | Registered representative | Apr 2013 (13y) |
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Trion Industries, Inc. Employee's 401(k) Savings Plan | Trion Industries, Inc | 275 | $9.5M | 01/01/2024 |
| Gifford Health Care, Inc. 403(b) Retirement Plan | Gifford Health Care, Inc. | 636 | $74.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 855 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
- • Fixed fees
Services
- • Pension consulting services
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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗