Qualified Plans Overview

  • Founded
  • 1979
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Qualified Plans General Information

Description

Provider of benefits and retirement plan consultancy services. The company provides plan design, consultation, compliance and administration services for defined contribution and defined benefit plans, working closely with investment advisers to ensure its clients' plans are the most effective ones for them.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
Primary Office
  • P.O. Box 1768
  • Savannah, GA 31402
  • United States
+1 (912) 000-0000
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Qualified Plans Valuation & Funding

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

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Qualified Plans Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of benefits and retirement plan consultancy services. The company provides plan design, consultation, complianc
Consulting Services (B2B)
Savannah, GA
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0000000000 00000000 (000)
San Francisco, CA
00.00 0000-00-00
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00000000000 0000000
Roseville, CA
00 As of 0000
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Qualified Plans Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Altman & Cronin Benefit Consultants Corporate Backed or Acquired San Francisco, CA 000000&0
000000 (000000000) Private Equity-Backed Roseville, CA 00 000000000000
000 0000000000 000 Private Equity-Backed Brentwood, TN 00 000000000000
0000000000 0000000 Corporation Metairie, LA
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Qualified Plans Executive Team (1)

Name Title Board Seat Contact Info
John Massey Managing Partner
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