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TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Legal name: HEALTHCARE COMMUNITY SECURITIES CORPORATION
CRD 36026File 801-67370
APPROVED
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.06B
Top 25% of cohort (national)
Discretionary AUM
$60.1M
Non-discretionary $5.00B
Clients
48
96 accounts
Employees
11
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 5, 2007
- Principal office
- ONE EMPIRE DRIVE, RENSSELAER, NY, 12144
- Phone
- 518-431-7600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.06B
- Discretionary AUM
- $60.1M
- Non-discretionary AUM
- $5.00B
- Discretionary accounts
- 6
- Non-discretionary accounts
- 90
- Total accounts
- 96
- AUM per client
- $105.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.3M |
| Pension and profit sharing plans | 48 | $5.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.