Estate

Insurance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

123 Windsor Ave, Haddonfield, New Jersey...

Phone Number

(856) 857-6100

Revenue

<$5 Million

Industry

Insurance Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Estate

Estate and Pension Advisory Board (EPAB) is a privately owned third-party administration firm specializing in the design, installation, and administration of tax-qualified retirement plans for both profit and non-profit organizations. With over 50 years in business, EPAB caters to a diverse clientele, ranging from single employee companies to national firms with thousands of employees. The firm provides comprehensive services including plan design, compliance testing, documentation, and annual reporting, while maintaining independence from financial institutions. Their experienced consulting staff is dedicated to meeting clients' pension and profit-sharing needs with impartial guidance.Explore more
Estate's Social MediaPopular SearchesEstateEstate & Pension Advisory Board IncEstate & PensionEstate & Pension Advisory BoardEstate and Pension Advisory BoardSIC Code 63,637NAICS Code 52,524Show more

Estate Org Chart

PhoneEmail
RM
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Chief Financial Officer

PhoneEmail
JM
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President

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TP
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Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Estate

<$5M
1-10
Private
-
2009
RM
Ron MassanovaChief Financial Officer
$6.6M
11-50
Private
-
1983
DM
Dane MitchellPresident & Chief Operating Officer
$6.1M
11-50
Private
-
1979
ER
Erin RussellCo-President, Enrolled Actuary
<$5M
11-50
Private
-
1986
<$5M
1-10
Private
<$5M
1988
Pat Hilliard, President at CPH Pension Administrators
Pat HilliardPresident
<$5M
1-10
Private
-
2011
PR
Patricia RawlingsPrincipal, Senior Consultant
<$5M
1-10
Private
-
2015
MF
Michele FarberPension Administrator & Owner
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Estate is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Estate is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Estate.

Estate Tech Stack

A closer look at the technologies used by Estate

Top Insurance Companies

Frequently Asked Questions Regarding Estate

What is Estate's official website?
Estate's official website is www.epabinc.com
What is Estate's Revenue?
Estate's revenue is <$5 Million
What is Estate's SIC code?
Estate's SIC: 63,637
What is Estate's NAICS code?
Estate's NAICS: 52,524
How many employees does Estate have?
Estate has 1-10 employees
What industry does Estate belong to?
Estate is in the industry of: Insurance, Business Services, Project Management
What is Estate competition?
Estate top competitors include: Pension Professionals, Actuaries Unlimited, CPH Pension Administrators, Pension Plan Designs
What technology does Estate use?
Some of the popular technologies that Estate uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
Who is the CFO of Estate?
Estate's CFO is Ron Massanova
How do I contact Estate?
Estate contact info: Phone number: (856) 857-6100 Website: www.epabinc.com
What does Estate do?

Estate and Pension Advisory Board (EPAB) is a privately owned third-party administration firm specializing in the design, installation, and administration of tax-qualified retirement plans for both profit and non-profit organizations. With over 50 years in business, EPAB caters to a diverse clientele, ranging from single employee companies to natio... nal firms with thousands of employees. The firm provides comprehensive services including plan design, compliance testing, documentation, and annual reporting, while maintaining independence from financial institutions. Their experienced consulting staff is dedicated to meeting clients' pension and profit-sharing needs with impartial guidance.Read More

What are Estate social media links?
Estate Linkedin page
Is Estate a public company?
Estate is private company therefore does not currently have an official ticker symbol
See more information about Estate

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