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Applied Plan Administrators

Applied Plan Administrators?uq=K9LEA9hy
1985 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of retirement benefit consulting and administrative services intended to provide plans of all sizes and dignify the retirement goals. The company's services include document planning, distribution and loan documentation, governmental reporting, legislative compliance, enabling retailers, manufacturers, financial institutions and service corporations to get access to services at affordable prices.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Insurance
Acquirer
The Retirement Advantage
Primary Office
  • 30600 Telegraph Road
  • Suite 1130, Bingham Farms
  • Southfield Township, MI 48025
  • United States

Applied Plan Administrators Valuation and Funding

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

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Applied Plan Administrators Executive Team (2)

Name Title Board
Seat
Contact
Info
Lori Markert Director, Operations & Compliance Manager

1 Former Executive

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