Kollman & Associates Overview

  • Founded
  • 1992
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Kollman & Associates General Information


Provider of retirement plan administration, actuarial and consulting services. The company's retirement plan administration, actuarial and consulting services include customized plans, benefit pension plan, defined benefit plan actuarial services and administration as well as annual compliance testing and government reporting, enabling clients to get accurate, timely and cost effective actuarial and consulting services.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Pinnacle Plan Design
Primary Office
  • 1347 North Alma School Road
  • Suite 130
  • Chandler, AZ 85224
  • United States
+1 (480) 000-0000
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Kollman & Associates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Kollman & Associates Executive Team (1)

Name Title Board Seat Contact Info
Barbara Kollman Founder & President
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