Plan Partners

Business Services · Ohio, United States · 1-10 Employees

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Overview

Headquarters

3362 Belvoir Blvd, Beachwood, Ohio, 4412...

Phone Number

(440) 345-8003

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Plan Partners

Plan Partners LLC specializes in providing advisory and consulting services for group retirement plans, including 401K and 403B plans. They focus on educating clients about the differences between retail and institutional finance, ensuring that clients receive the best possible service. Their target clients include organizations seeking assistance with plan administration, benchmarking, and fee negotiations. The company offers a complimentary Preliminary Plan Health-Check to help clients assess their retirement plan needs.Explore more
Plan Partners's Social MediaPopular SearchesPlan Partners LLCPlan PartnersBplan Partners LLCPlanpartnersSIC Code 87,874NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plan Partners

<$5M
1-10
Private
-
2013
N/A
<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
1-10
Private
-
-
MG
Marguerite GreenOffice Administrator
<$5M
1-10
Private
-
2017
LS
Lee SchmertzlerVice President, Client Relations
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
<$5M
1-10
Private
-
1989
JI
Jessica IzziManager, Client Relations
<$5M
1-10
Private
-
2000
KS
Katie StofkaBusiness Analyst
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plan Partners Tech Stack

A closer look at the technologies used by Plan Partners

Top Business Services Companies

Frequently Asked Questions Regarding Plan Partners

What is Plan Partners's official website?
Plan Partners's official website is www.planpartners.net
What is Plan Partners's Revenue?
Plan Partners's revenue is <$5 Million
What is Plan Partners's SIC code?
Plan Partners's SIC: 87,874
What is Plan Partners's NAICS code?
Plan Partners's NAICS: 54,541
How many employees does Plan Partners have?
Plan Partners has 1-10 employees
What industry does Plan Partners belong to?
Plan Partners is in the industry of: Business Services, Project Management
What is Plan Partners competition?
Plan Partners top competitors include: Aegis Retirement Partners, MBC Investment Consulting, Southbridge Advisors, Alpha & Omega
What technology does Plan Partners use?
Some of the popular technologies that Plan Partners uses are: reCAPTCHA, HubSpot, Microsoft Dynamics CRM, Microsoft 365
How do I contact Plan Partners?
Plan Partners contact info: Phone number: (440) 345-8003 Website: www.planpartners.net
What does Plan Partners do?

Plan Partners LLC specializes in providing advisory and consulting services for group retirement plans, including 401K and 403B plans. They focus on educating clients about the differences between retail and institutional finance, ensuring that clients receive the best possible service. Their target clients include organizations seeking assistance... with plan administration, benchmarking, and fee negotiations. The company offers a complimentary Preliminary Plan Health-Check to help clients assess their retirement plan needs.Read More

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

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