# PLAN SPONSOR SERVICES, LLC

PLAN SPONSOR SERVICES, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 130009
- Type: SEC-registered investment adviser
- SEC file number: 801-62977
- Location: 2200 E. CAMELBACK RD, #130-B, PHOENIX, AZ, 85016
- Phone: 602-277-4570
- Latest filing: 2010-03-08
- Regulatory AUM: $3.6M
- Non-discretionary AUM: $3.6M
- Clients: 1
- Accounts: 5

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [TADDIE STEPHEN JOHN](https://search.stillhousedata.com/person/743730) | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER; PARTNER (+1 more) | — |
| [MATTHEWS STEVEN](https://search.stillhousedata.com/person/745814) | MEMBER | — |
| [GOLD ALAN](https://search.stillhousedata.com/person/745815) | MEMBER | — |
| [KENNEDY SHARON](https://search.stillhousedata.com/person/745816) | MEMBER | — |
| [SNOW RUSSELL](https://search.stillhousedata.com/person/745817) | MEMBER | — |
| [MOSER RICHARD LEE](https://search.stillhousedata.com/person/745818) | PRESIDENT | — |
| [DOKU JOSEPH PETER](https://search.stillhousedata.com/person/797761) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130009/similar
- Related entities: https://search.stillhousedata.com/firm/130009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130009

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.