Defined Plan Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1012 11th St Ste 200, Modesto, Californi...

Phone Number

(209) 568-4755

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Defined Plan Advisors

Defined Plan Advisors specializes in providing qualified and non-qualified retirement plan solutions tailored for employers and plan participants. They assist clients in meeting their fiduciary responsibilities while exploring various options to create and maintain custom retirement plans. With over 40 years of combined experience, the firm also offers wealth management and planning services. Their mission is to connect companies with effective retirement plans that enhance investment opportunities and benefit outcomes for participants.Explore more
Popular SearchesDefined Plan AdvisorsDefined Plan Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Defined Plan Advisors Org Chart

PhoneEmail
NC
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Partner

PhoneEmail
TN
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Founding Partner

PhoneEmail

PhoneEmail
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Defined Plan Advisors Tech Stack

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Frequently Asked Questions Regarding Defined Plan Advisors

What is Defined Plan Advisors's official website?
Defined Plan Advisors's official website is www.dpa401k.com
What is Defined Plan Advisors's Revenue?
Defined Plan Advisors's revenue is <$5 Million
What is Defined Plan Advisors's SIC code?
Defined Plan Advisors's SIC: 62,628
What is Defined Plan Advisors's NAICS code?
Defined Plan Advisors's NAICS: 52,523
How many employees does Defined Plan Advisors have?
Defined Plan Advisors has 1-10 employees
What industry does Defined Plan Advisors belong to?
Defined Plan Advisors is in the industry of: Finance, Securities Trading
What technology does Defined Plan Advisors use?
Some of the popular technologies that Defined Plan Advisors uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Mailgun
How do I contact Defined Plan Advisors?
Defined Plan Advisors contact info: Phone number: (209) 568-4755 Website: www.dpa401k.com
What does Defined Plan Advisors do?

Defined Plan Advisors specializes in providing qualified and non-qualified retirement plan solutions tailored for employers and plan participants. They assist clients in meeting their fiduciary responsibilities while exploring various options to create and maintain custom retirement plans. With over 40 years of combined experience, the firm also of... fers wealth management and planning services. Their mission is to connect companies with effective retirement plans that enhance investment opportunities and benefit outcomes for participants.Read More

Is Defined Plan Advisors a public company?
Defined Plan Advisors is private company therefore does not currently have an official ticker symbol
See more information about Defined Plan Advisors

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