The Retirement Plan Company Company Profile: Acquisition & Investors

The Retirement Plan Company Overview

Founded
1992

Status
Acquired/Merged

Employees
146

Latest Deal Type
Buyout/LBO

Financing Rounds
3

Investments
1

The Retirement Plan Company General Information

Description

Provider of employee benefit plans and retirement savings programs catering to corporate, not-for-profit, public school and governmental employers. The company offers record-keeping, administration and actuarial services for employer-sponsored retirement plans, thereby enabling its clients to achieve a financially-secure retirement.

Contact Information

Website

www.trpcweb.com

Ownership Status

Acquired/Merged
(Operating Subsidiary)

Financing Status

Private Equity-Backed

Primary Industry

Other Financial Services

Parent Company

U.S. Retirement & Benefits Partners

Primary Office

P.O. Box 1429
Brentwood, TN 37024
United States

+1 (888) 000-0000

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The Retirement Plan Company Valuation & Funding

Deal Type	Date	Amount	Valuation/ EBITDA	Post-Val	Status	Debt

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The Retirement Plan Company Comparisons

Description

Primary
Industry

HQ Location

Employees

Total Raised

Post Valuation

Last
Financing
Details

Provider of employee benefit plans and retirement savings programs catering to corporate, not-for-profit, public school

Other Financial Services

Brentwood, TN

146 As of 2023

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00 000

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00000 000000000 0000

Downers Grove, IL

00 As of 0000

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00000 000000000 0000

Madison, WI

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The Retirement Plan Company Competitors (16)

Company Name	Financing Status	Location	Employees	Total Raised	Last Financing Date/Type	Last Financing Amount
TC Wealth Partners	Private Equity-Backed	Downers Grove, IL	00		000000000000
00000000 000000000	Private Equity-Backed	Madison, WI			000000000000
00000000 000000000	Corporation	New York, NY	000
00000000 000000000	Corporation	San Mateo, CA	0000		00000000000
00000000	Private Equity-Backed	Dresher, PA	0000	00000	000000000	00000

You’re viewing 5 of 16 competitors. Get the full list »

The Retirement Plan Company Executive Team (5)

Name	Title	Board Seat	Contact Info
Patrick Hale JD	President & Chief Executive Officer
Patricia Bowker	Chief Financial Officer & Director of Operations
Jon Croft	Managing Director & Chief Operating Officer
Bill Pearce	Chief Information Officer