# Conrad Siegel Investment Advisors
Source: https://planprovider.pro/provider/conrad-siegel-investment-advisors

> Across Pennsylvania’s Susquehanna Valley and Florida’s Paradise Coast, Conrad Siegel Investment Advisors works with retirement plan sponsors that want a fidu…

Retirement Plan Advisor

Harrisburg, PA

## About Conrad Siegel Investment Advisors

<p>Across Pennsylvania’s Susquehanna Valley and Florida’s Paradise Coast, Conrad Siegel Investment Advisors works with retirement plan sponsors that want a fiduciary partner with deep in-house resources. Headquartered in Harrisburg, with additional offices in Lancaster and Naples, the firm supports organizations in the Harrisburg–Carlisle metro, the Lancaster area, and Southwest Florida, with reach across more than 25 states.</p>

<p>With over 60 years in business and $10.1B in AUM (2026), Conrad Siegel advises on a wide mix of plan types, including 401(k) and other defined contribution plans, defined benefit plans, cash balance plans, ESOPs, small business 401(k)s, and executive retirement plans. The team also works with individuals and families on financial planning, investment management, and family office needs.</p>

<p>For employers, services include plan design, compliance support, participant advice, fiduciary audits, and fiduciary investment management under both 3(21) and 3(38) roles. Conrad Siegel is a fiduciary and has consultants with credentials such as CFP®, ChFC®, and CFA®.</p>

<p>What sets the firm apart is the ability to combine retirement plan consulting, actuarial services, and healthcare benefits consulting under one roof for public and private sector organizations.</p>

<ul>
<li>3(21) and 3(38) fiduciary services (<a href="/plan-advisors">plan advisors</a>)</li>
<li>Plan design for DC, DB, cash balance, ESOP, and executive plans</li>
<li>Participant advice and financial wellness support</li>
<li>Compliance support and fiduciary audit work</li>
<li>Actuarial and healthcare benefits consulting for public and private employers</li>
</ul>

Website: [https://conradsiegel.com/](https://conradsiegel.com/)

## Office Locations

- Naples, FL

- Lancaster, PA

- Harrisburg, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

- Plan Design Consulting

- Participant Investment Advice

- Fiduciary Audit Services

- Compliance Services

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $10.1B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| EUROFINS SCIENTIFIC, INC. 401(K) INCENTIVE SAVINGS PLAN|EUROFINS NSC US, INC., PA|$1.3B|13,409|

| HB GLOBAL 401(K) PLAN|HBG, INC., PA|$109M|1,586|

| PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN|PEOPLES SECURITY BANK & TRUST COMPANY, PA|$53M|551|

| GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN|GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC., MI|$43M|124|

| SCHAEDLER YESCO DISTRIBUTION INC. 401(K) PLAN|SCHAEDLER YESCO DISTRIBUTION INC., PA|$41M|441|

| UNITED CHURCH OF CHRIST HOMES RETIREMENT PLAN|UNITED CHURCH OF CHRIST HOMES, PA|$37M|755|

| LANE'S RETIREMENT SAVINGS AND PENSION PLAN|LANE ENTERPRISES HOLDINGS, INC., PA|$35M|487|

| PRESBYTERIAN SENIOR LIVING 403(B) PLAN|PHI D/B/A PRESBYTERIAN SENIOR LIVING, PA|$32M|2,412|

| BURKE & HERBERT BANK & TRUST COMPANY RETIREMENT PLAN|BURKE & HERBERT BANK & TRUST COMPANY, VA|$31M|57|

| BRUBACHER EXCAVATING, INC. 401(K) PROFIT SHARING PLAN|BRUBACHER EXCAVATING, INC., PA|$22M|285|

| PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN|PHI D/B/A PRESBYTERIAN SENIOR LIVING, PA|$20M|1,038|

| CARGAS SYSTEMS INC 401K PLAN|CARGAS SYSTEMS INC, PA|$18M|192|

| PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN|PENNSYLVANIA MEDICAL SOCIETY, PA|$18M|86|

| VALCO 401(K) PLAN|VALLORBS JEWEL COMPANY, PA|$17M|199|

| PROVIDENCE PLACE 401(K) RETIREMENT PLAN|G M LEADER CORPORATION, PA|$7M|361|

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- [Cwa Asset Management Group](https://planprovider.pro/provider/cwa-asset-management-group) - Naples, FL

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Covington Investment Advisors, Inc.](https://planprovider.pro/provider/covington-investment-advisors-inc) - Ligonier, PA

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