# Dibenedetto & Associates LTD
Source: https://planprovider.pro/provider/dibenedetto-and-associates-ltd

> Fee-only since 1998 and custodied at Charles Schwab & Co., Inc., Dibenedetto & Associates LTD works from Loves Park in the Rockford metro area with a…

Retirement Plan Advisor

Loves Park, IL

## About Dibenedetto & Associates LTD

<p>Fee-only since 1998 and custodied at Charles Schwab &amp; Co., Inc., Dibenedetto &amp; Associates LTD works from Loves Park in the Rockford metro area with a second office in Rockford, serving clients across Illinois.</p>

<p>Founded in 1980, the firm is an SEC-registered investment advisor with a three-person team. It is led by Charles J. DiBenedetto alongside Jeffrey C. DiBenedetto and Alex J. DiBenedetto. As of 2026, Dibenedetto &amp; Associates reports about $0.3B in assets under management and works with more than 225 clients.</p>

<p>For retirement plans, Dibenedetto &amp; Associates can act as a fiduciary under 3(21) or take full discretionary responsibility under 3(38). The firm’s approach is built around long-term planning paired with ongoing portfolio management, with advice tailored to each household’s objectives.</p>

<p>What sets the firm apart is its long operating history in northern Illinois and its defined fiduciary retirement plan roles for sponsors that want a clearer division of responsibilities.</p>

<ul>
<li>Retirement plan fiduciary support: 3(21) and 3(38) services</li>
<li>Fee-only investment management and financial planning</li>
<li>SEC-registered <a href="/plan-advisors">plan advisor</a> services</li>
<li>Offices in Loves Park (HQ) and Rockford, Illinois</li>
</ul>

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

Founded: 1980

Employees: 3

## Office Locations

- Loves Park, IL (Headquarters)

- Rockford, IL

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $312.5M

## Team Members

- **Charles DiBenedetto**, President

- **Jeffrey DiBenedetto**, Executive Vice-President

- **Alex DiBenedetto**, Vice President, Chief Compliance Officer

- **Tracy Palmer**, Director of Operations and Client Coordination

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