PenServ Plan Services
Likely to Engage tag.Highly Engaged Employees

Insurance · South Carolina, United States · 51-200 Employees

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Overview

Headquarters

102 Trade Zone Dr, West Columbia, South ...

Phone Number

(803) 791-4923

Revenue

$15.9 Million

Industry

Insurance Business Services Accounting for Legal Practices
ZI Rank: 4
Signal Type
Dec
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ZI Rank
4
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4

About PenServ Plan Services

PenServ is a leading provider of third-party administrative (TPA) and recordkeeping services for 403(b), 457(b), and 401(k) retirement plans, catering to profit and non-profit employers, educational institutions, government entities, and churches. With over 40 years of experience, the company offers comprehensive compliance testing, auditing, and document services, significantly alleviating the administrative burdens of its clients. PenServ's dedicated relationship management approach ensures that plan sponsors receive personalized support and guidance to maintain legal compliance and optimize their retirement plans. The company also provides extensive training programs and technological solutions to enhance the management of retirement accounts for both sponsors and participants.Explore more
PenServ Plan Services's Social MediaPopular SearchesPenserv Plan Services IncPenServ Plan ServicesPenservPenServ IncPenserv Plan Services LLCSIC Code 63,637NAICS Code 52,524Show more

PenServ Plan Services Org Chart

PhoneEmail
Johann Vaz, Chief Information Officer at PenServ Plan Services
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Chief Information Officer

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Hazel Brazell, Chief Financial Officer at PenServ Plan Services
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Chief Financial Officer

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SD
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President

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MW
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Director, Infrastructure & Security Services

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BC
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Director, Information Technology Operations &...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PenServ Plan Services

$15.9M
51-200
Private
<$5M
1986
Johann Vaz, Chief Information Officer at PenServ Plan Services
Johann VazChief Information Officer
$14.3M
51-200
Private
<$5M
1996
HR
Howard RosenfeldOwner and President
$13.6M
51-200
Private
-
2003
DL
Daphne LiQuality Customer Service Manager & Director, Operations
$12.9M
51-200
Private
-
1982
HK
Holly KreisnerGlobal Business Development Manager
$9.1M
11-50
Private
-
1999
$6M
51-200
Private
-
1981
MH
Meg HuController
<$5M
11-50
Private
<$5M
1986
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

PenServ Plan Services is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

PenServ Plan Services financials insights

Gather financial insights about PenServ Plan Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All PenServ Plan Services's Financials Insights

PenServ Plan Services Tech Stack

A closer look at the technologies used by PenServ Plan Services

Top Insurance Companies

Frequently Asked Questions Regarding PenServ Plan Services

What is PenServ Plan Services's official website?
PenServ Plan Services's official website is www.penserv.com
What is PenServ Plan Services's Revenue?
PenServ Plan Services's revenue is $15.9 Million
What is PenServ Plan Services's SIC code?
PenServ Plan Services's SIC: 63,637
What is PenServ Plan Services's NAICS code?
PenServ Plan Services's NAICS: 52,524
How many employees does PenServ Plan Services have?
PenServ Plan Services has 51-200 employees
What industry does PenServ Plan Services belong to?
PenServ Plan Services is in the industry of: Insurance, Business Services, Accounting for Legal Practices
What is PenServ Plan Services competition?
PenServ Plan Services top competitors include: Sally White & Associates, SIEMIC, Actuarial Systems, VectorLearning
What companies has PenServ Plan Services acquired?
PenServ Plan Services has acquired the companies: Pension Services Design
What technology does PenServ Plan Services use?
Some of the popular technologies that PenServ Plan Services uses are: Cloudflare CDN, Adobe Typekit, Google Font API, Sched
Who is the CFO of PenServ Plan Services?
PenServ Plan Services's CFO is Hazel Brazell
How do I contact PenServ Plan Services?
PenServ Plan Services contact info: Phone number: (803) 791-4923 Website: www.penserv.com
What does PenServ Plan Services do?

PenServ is a leading provider of third-party administrative (TPA) and recordkeeping services for 403(b), 457(b), and 401(k) retirement plans, catering to profit and non-profit employers, educational institutions, government entities, and churches. With over 40 years of experience, the company offers comprehensive compliance testing, auditing, and d... ocument services, significantly alleviating the administrative burdens of its clients. PenServ's dedicated relationship management approach ensures that plan sponsors receive personalized support and guidance to maintain legal compliance and optimize their retirement plans. The company also provides extensive training programs and technological solutions to enhance the management of retirement accounts for both sponsors and participants.Read More

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

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