Plan Design Consultants
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

3451 Via Montebello Ste 192-108, Carlsba...

Phone Number

(650) 341-3322

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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3
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2

About Plan Design Consultants

Plan Design Consultants specializes in creating customized 401(k) plans for businesses, helping employees achieve their retirement goals. They are known for their deep understanding of retirement plans and a strong commitment to customer service. The company offers tailored plan design services, live employee support, and a user-friendly interface to manage retirement assets. Their focus on transparency ensures no hidden fees, providing clients with clear pricing and value.Explore more
Plan Design Consultants's Social MediaPopular SearchesPlan Design Consultants IncPlandesignPlan DesignPlan-it Design IncSIC Code 63,637NAICS Code 52,523Show more

Plan Design Consultants Org Chart

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VP
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Controller

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Loans and Distributions Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan Design Consultants

<$5M
11-50
Private
<$5M
1975
$5.3M
11-50
Private
<$5M
1999
BK
Brianna KlopfensteinRetirement Distribution Lead
<$5M
1-10
Private
-
2009
Julie Denmon, SrVP and Chief Administrative Officer at Key Retirement Solutions
Julie DenmonSrVP and Chief Administrative Officer
<$5M
1-10
Private
<$5M
1978
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Plan Design Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plan Design Consultants is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plan Design Consultants.

Plan Design Consultants financials insights

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

2020

Debt

$350K

See All Plan Design Consultants's Financials Insights

Plan Design Consultants Tech Stack

A closer look at the technologies used by Plan Design Consultants

Top Finance Companies

Frequently Asked Questions Regarding Plan Design Consultants

What is Plan Design Consultants's official website?
Plan Design Consultants's official website is www.plandesign.com
What is Plan Design Consultants's Revenue?
Plan Design Consultants's revenue is <$5 Million
What is Plan Design Consultants's SIC code?
Plan Design Consultants's SIC: 63,637
What is Plan Design Consultants's NAICS code?
Plan Design Consultants's NAICS: 52,523
How many employees does Plan Design Consultants have?
Plan Design Consultants has 11-50 employees
What industry does Plan Design Consultants belong to?
Plan Design Consultants is in the industry of: Finance, Business Services, Securities Trading
What is Plan Design Consultants competition?
Plan Design Consultants top competitors include: Osborne & Associates, Alpha & Omega, Key Retirement Solutions, Hunter Benefits Consulting Group
What technology does Plan Design Consultants use?
Some of the popular technologies that Plan Design Consultants uses are: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
How do I contact Plan Design Consultants?
Plan Design Consultants contact info: Phone number: (650) 341-3322 Website: www.plandesign.com
What does Plan Design Consultants do?

Plan Design Consultants specializes in creating customized 401(k) plans for businesses, helping employees achieve their retirement goals. They are known for their deep understanding of retirement plans and a strong commitment to customer service. The company offers tailored plan design services, live employee support, and a user-friendly interface... to manage retirement assets. Their focus on transparency ensures no hidden fees, providing clients with clear pricing and value.Read More

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

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