Benefit Funding Services Group Overview

  • Founded
  • 1990
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Benefit Funding Services Group General Information


Provider of retirement plan solution and other financial consulting services. The company's services include investment consulting, fiduciary compliance consulting, provider search and selection, vendor contract negotiations, vendor benchmarking, committee chartering, investment policy statement creation, plan costs auditing, and employee education and communication.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 2040 Main Street
  • Suite 150
  • Irvine, CA 92614
  • United States
+1 (949) 000-0000
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Benefit Funding Services Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Benefit Funding Services Group Executive Team (9)

Name Title Board Seat Contact Info
John Campbell Founder & President
Javier Obando Consultant
Rachel Genske Consultant
Dennis Priest Investment Adviser Representative
Chris Folgmann Investment Advisor Representative
You’re viewing 5 of 9 executive team members. Get the full list »

Benefit Funding Services Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000000 23-Jan-2017 000000000000000000 Asset Management 0000 00000000
To view Benefit Funding Services Group’s complete acquisitions history, request access »

Benefit Funding Services Group Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000000 Asset Management Phoenix, AZ 0000
To view Benefit Funding Services Group’s complete subsidiaries history, request access »