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Qualified Plans

Qualified Plans
1979 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • P.O. Box 1768
  • Savannah, GA 31402
  • United States

+1 (912) 000-0000

Qualified Plans Valuation and Funding

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

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Qualified Plans Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000 0000000 00000 Corporate Backed or Acquired Boston, MA 00000 00.000 000000&0 00.000
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Qualified Plans Executive Team (1)

Name Title Board
Seat
Contact
Info
John Massey Managing Partner