Plan Integrity Partners

Insurance · Vermont, United States · 11-50 Employees

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Overview

Headquarters

50 Lakeside Ave # H5, Burlington, Vermon...

Revenue

<$5 Million

Industry

Insurance Business Services Project Management Accounting for Legal Practices

About Plan Integrity Partners

Plan Integrity Partners specializes in providing tailored retirement plan solutions for businesses, including 401k plans, ESOPs, and cash balance plans. They offer comprehensive services such as retirement plan consulting, administration, compliance restoration, and audit support. Their intended clients include corporations, small businesses, sole proprietors, and non-profits seeking expert guidance in retirement planning. The company emphasizes collaboration with financial advisors and a commitment to compliance with IRS and DOL regulations.Explore more
SIC Code 63,637NAICS Code 52,524Show more

Plan Integrity Partners Org Chart

PD
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Co-Founder & Chief Executive Officer

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Chief Operating Officer

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DA
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Chief Financial Officer

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Manager, Operations

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Plan Integrity Partners Tech Stack

A closer look at the technologies used by Plan Integrity Partners

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Frequently Asked Questions Regarding Plan Integrity Partners

What is Plan Integrity Partners's official website?
Plan Integrity Partners's official website is www.planintegrity.com
What is Plan Integrity Partners's Revenue?
Plan Integrity Partners's revenue is <$5 Million
What is Plan Integrity Partners's SIC code?
Plan Integrity Partners's SIC: 63,637
What is Plan Integrity Partners's NAICS code?
Plan Integrity Partners's NAICS: 52,524
How many employees does Plan Integrity Partners have?
Plan Integrity Partners has 11-50 employees
What industry does Plan Integrity Partners belong to?
Plan Integrity Partners is in the industry of: Insurance, Business Services, Project Management
What technology does Plan Integrity Partners use?
Some of the popular technologies that Plan Integrity Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
Who is the CFO of Plan Integrity Partners?
Plan Integrity Partners's CFO is David Antonioli
What does Plan Integrity Partners do?

Plan Integrity Partners specializes in providing tailored retirement plan solutions for businesses, including 401k plans, ESOPs, and cash balance plans. They offer comprehensive services such as retirement plan consulting, administration, compliance restoration, and audit support. Their intended clients include corporations, small businesses, sole... proprietors, and non-profits seeking expert guidance in retirement planning. The company emphasizes collaboration with financial advisors and a commitment to compliance with IRS and DOL regulations.Read More

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

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