What is PlanPILOT?
PlanPILOT is a Chicago, IL-based firm specializing in defined contribution retirement plans. The company provides comprehensive advisory services designed to mitigate fiduciary risk for plan sponsors and improve participant outcomes. Serving a diverse clientele including corporations, educational institutions, non-profits, and public sector organizations, PlanPILOT focuses on delivering customized solutions through proactive governance and independent advice to help clients achieve their strategic objectives.
How much funding has PlanPILOT raised?
PlanPILOT has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in PlanPILOT
PPP
Public-Private Partnership
What's next for PlanPILOT?
With a history of substantial capital infusion, indicated by $150K, PlanPILOT is positioned for significant growth and market penetration. The recent strategic investment suggests a focus on scaling operations, enhancing service offerings, or expanding its geographic reach. As a late-stage company, PlanPILOT is likely leveraging this backing to solidify its competitive advantage and pursue further innovation in the retirement plan consulting sector.
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