Northwest Plan Services Overview

  • Founded
  • 1994
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 160
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 4
  • Investments
  • 4

Northwest Plan Services General Information

Description

Provider of recordkeeping, administration, actuarial and consulting services in the U.S. The company works on profit-sharing programs, defined benefit pension plans, employee stock ownership arrangements and non-qualified deferred compensation plans as well as provides technical guidance, regulatory and compliance support.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Parent Company
Primary Office
  • 4025 Delridge Way South West
  • Suite 250
  • Seattle, WA 98106
  • United States
+1 (206) 000-0000
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Northwest Plan Services Valuation & Funding

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

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Northwest Plan Services Executive Team (6)

Name Title Board Seat Contact Info
Timothy Wulfekuhle Chief Executive Officer & President
Adam Brown Chief Financial Officer
Harley Spring Chief Operating Officer & Chief Technology Officer
Rick Howell Consulting Actuary
Chip Earle Executive
You’re viewing 5 of 6 executive team members. Get the full list »

Northwest Plan Services Board Members (3)

Name Representing Role Since
00000000 000000000 Self Board Member 000 0000
00000 0000 Five Points Capital Board Observer 000 0000
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Northwest Plan Services 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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Northwest Plan Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Northwest Plan Services Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 & 000000000 20-Apr-2020 0000000000 Consulting Services (B2B) 0000000 0000000000
00000000 000 00000 27-Aug-2018 0000000000 Consulting Services (B2B) 0000000 0000000000
000000000, 00000 & 05-Aug-2016 0000000000 Other Commercial Services 0000000 0000000000
CDM Retirement Consultants 03-Feb-2015 Buyout/LBO Other Financial Services 0000000 0000000000
To view Northwest Plan Services’s complete investments history, request access »

Northwest Plan Services Subsidiaries (4)

Company Name Industry Location Founded
Venuti & Associates Consulting Services (B2B) Los Altos, CA 2002
000 0000000000 000 Other Financial Services Baltimore, MD 0000
000000000, 00000 & Other Commercial Services Mill Creek, WA 0000
00000000 000 00000 Consulting Services (B2B) San Jose, CA 0000
To view Northwest Plan Services’s complete subsidiaries history, request access »