The Retirement Plan Company Overview

  • Founded
  • 1992
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 87
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 3
  • Investments
  • 1

The Retirement Plan Company General Information

Description

Provider of custom designed retirement and 401k services to smaller and medium sized organizations. The company offers record keeping, administration and actuarial services for employer-sponsored retirement plans.

Contact Information

Website
www.trpcweb.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
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 custom designed retirement and 401k services to smaller and medium sized organizations. The company offers r
Asset Management
Brentwood, TN
87 As of 2016
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Pittsburgh, PA

000000 0

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Saint Louis, MO
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The Retirement Plan Company Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Massmutual Pittsburgh Corporation Pittsburgh, PA
000000 00000 00000 Corporate Backed or Acquired Saint Louis, MO 00000 00000 000000000000 00000
0000000000 0000 00 Corporation Syosset, NY
0000 0000000 00000 Corporate Backed or Acquired Boston, MA 00000 00.000 000000&0 00.000
0000 00 0000000 00 Corporate Backed or Acquired Shanghai, China 00 00000000000
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The Retirement Plan Company Executive Team (4)

Name Title Board Seat Contact Info
Patricia Bowker Chief Financial Officer & Director of Operations
Bill Pearce Chief Information Officer
Patrick Hale JD Director of Client Services
John Kopra Chairman
To view The Retirement Plan Company’s complete executive team members history, request access »

The Retirement Plan Company Board Members (1)

Name Representing Role Since
0000 00000 The Retirement Plan Company Chairman 000 0000
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The Retirement Plan Company Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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The Retirement Plan Company Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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The Retirement Plan Company Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 05-Jan-2005 0000000000 Accounting, Audit and Tax Services (B2B) 0000 00000
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