# Ds Investment Advisors
Source: https://planprovider.pro/provider/ds-investment-advisors

> Institutional-style investment lineups for smaller plan committees are a specialty at Ds Investment Advisors. Based in Grand Rapids in the Grand Rapids–Kentw…

Retirement Plan Advisor

Grand Rapids, MI

## About Ds Investment Advisors

<p>Institutional-style investment lineups for smaller plan committees are a specialty at Ds Investment Advisors. Based in Grand Rapids in the Grand Rapids–Kentwood metro area, the firm works with retirement plan sponsors and individual investors across the United States.</p>

<p>Ds Investment Advisors has more than 18 years of experience in retirement plan consulting and individual wealth management. The team provides fee-only investment advice and works as a fiduciary for plan clients, taking either a 3(21) co-fiduciary role or a 3(38) investment manager role depending on the engagement. The firm manages about $0.3B in assets (2026).</p>

<p>With 4 employees, Ds Investment Advisors keeps the work direct: clients work with an independent advisor rather than a product sales desk. The practical difference is the firm’s ongoing fiduciary process and investment oversight for plans that do not have in-house staff to manage committee tasks.</p>

<ul>
<li>3(38) investment fiduciary services</li>
<li>3(21) fiduciary support (as engaged)</li>
<li>Fee-only investment advisory services</li>
<li>Retirement plan consulting for plan sponsors</li>
<li>Individual wealth management</li>
</ul>

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

Employees: 4

## Office Locations

- Grand Rapids, MI (Headquarters)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $346.0M

## 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|

| NOVO BUILDING PRODUCTS|NOVO DISTRIBUTION, LLC, MI|$43M|1,319|

| HARDWOODS SPECIALTY PRODUCTS 401(K) RETIREMENT SAVINGS PLAN|HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP|$36M|564|

| RUGBY 401(K) PLAN|RUGBY HOLDINGS LLC, NH|$33M|666|

| MID-AM HOLDINGS, LLC 401(K) PROFIT SHARING PLAN|MID-AM HOLDINGS, LLC, MO|$27M|292|

| ENGINEERED PROTECTION SYSTEMS INC RETIREMENT SAVINGS PLAN|ENGINEERED PROTECTION SYSTEMS INC, MI|$19M|259|

| WOOLF HOLDINGS, LLC PROFIT SHARING AND SAVINGS PLAN|WOOLF HOLDINGS, LLC, IL|$11M|165|

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