Benefit Equity
Business Services · California, United States · 11-50 Employees
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Overview
Headquarters
525 Cabrillo Park Dr Ste 200, Santa Ana,...Phone Number
(714) 480-1364Website
www.benefitequity.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Benefit Equity
Benefit Equity Inc. (BEI) is a trusted third-party administrator (TPA) specializing in retirement plan strategies for small to mid-sized businesses, wealth advisors, payroll companies, and tax professionals. With over three decades of experience, BEI provides reliable guidance in plan design, administration, and consulting, helping clients enhance employee loyalty and engagement. The company is recognized for its ability to simplify complex retirement concepts for various stakeholders, including employers and plan participants. BEI's skilled consultants are dedicated to delivering exceptional service and support throughout the retirement planning process.Explore more
Benefit Equity Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Benefit Equity is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Benefit Equity is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Benefit Equity.
Benefit Equity financials insights
Gather financial insights about Benefit Equity, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$250K
Benefit Equity Tech Stack
A closer look at the technologies used by Benefit Equity
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Most Recent Scoops
Project
A mid-level source has indicated that the organization is increasing investment towards webinars and digital lead generation solutions within the next nine months.
Spending/Investment, Financial Planning
Project
A mid-level source has indicated that the organization is planning to automate the existing request for proposal (RFP) processes.
Automation
Funding
Benefit Equity has received an SBA PPP loan in the amount of $250,000 from MUFG Union Bank resulting in the retention of 15 jobs.
Funding
Benefit Equity News & Media
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Frequently Asked Questions Regarding Benefit Equity
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Benefit Equity Inc. (BEI) is a trusted third-party administrator (TPA) specializing in retirement plan strategies for small to mid-sized businesses, wealth advisors, payroll companies, and tax professionals. With over three decades of experience, BEI provides reliable guidance in plan design, administration, and consulting, helping clients enhance... Read More
