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Pension Data Resources

Pension Data Resources
1987 FOUNDED
M&A STATUS
1-10 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of ERISA form used for pension recovery after retirement. The company publishes ERISA Red Book Online through its website www.pensionplanet.com and also provides financial, recordkeeping, accounting, investment advisory, legal, actuarial, and trust banking services to retired individuals.

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Services (B2C Non-Financial)
Other Industries
Other Software
Primary Office
  • P.O. Box 802
  • Tampa, FL 33601
  • United States

+1 (855) 000-0000

Pension Data Resources Valuation and Funding

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

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Pension Data Resources Executive Team (1)

Name Title Board
Seat
Contact
Info
Sam Sarcone President