How Much Did Retirement Plan Concepts & Services Raise?
Funding & Key Investors

Retirement Plan Concepts & Services (RPCSI), a prominent full-service Qualified Retirement Plan Administration company, has secured $150K in total capital, with its most recent strategic investment amounting to $150K. This significant backing underscores the company's established position in the retirement plan administration sector and its capacity for continued growth and service expansion.

What is Retirement Plan Concepts & Services?

Retirement Plan Concepts & Services
FinanceVenture Capital & Private EquityAccounting for Legal Practices

RPCSI, headquartered in Fort Wayne, Indiana, stands as the largest locally-owned retirement plan consultant in Northern Indiana. Boasting over two decades of operational experience, the company offers comprehensive administrative services for a diverse range of retirement plans. RPCSI serves clients both regionally and nationwide across various industries, operating independently on a fee-for-service model. This independence ensures no affiliation with financial organizations, while fostering strategic partnerships with select financial advisors. Their core mission revolves around delivering superior administrative and technical services to retirement plan sponsors, thereby simplifying their responsibilities and contributing to the overall success of their clients' retirement planning objectives.

How much funding has Retirement Plan Concepts & Services raised?

Retirement Plan Concepts & Services has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

Key Investors in Retirement Plan Concepts & Services

PPP

Public-Private Partnership

What's next for Retirement Plan Concepts & Services?

The substantial late-stage funding infusion positions Retirement Plan Concepts & Services for a period of accelerated development and market penetration. This strategic investment is likely to fuel enhancements in their service offerings, technological infrastructure, and potentially expand their geographic reach. As a company focused on fee-for-service administration, this capital will enable RPCSI to further solidify its independent standing and deepen its partnerships with financial advisors, reinforcing its commitment to providing high-quality, unbiased retirement plan solutions to an expanding client base.

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Frequently Asked Questions Regarding Retirement Plan Concepts & Services Financial Insights

What are the most recent funding rounds that Retirement Plan Concepts & Services has completed, and what were the funding rounds?
Retirement Plan Concepts & Services has recently completed 1 funding rounds: Debt on Apr 14, 2020.
What is the total amount of funding Retirement Plan Concepts & Services has raised to date?
Retirement Plan Concepts & Services has raised a total of $150K in funding to date.
How many funding rounds has Retirement Plan Concepts & Services completed?
Retirement Plan Concepts & Services has completed 1 funding rounds.
How much funding did Retirement Plan Concepts & Services raise in its most recent funding round?
Retirement Plan Concepts & Services raised $150K in its most recent funding round.
Who are the lead investors in Retirement Plan Concepts & Services's latest funding round?
The lead investor in Retirement Plan Concepts & Services's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Retirement Plan Concepts & Services's history?
The largest funding round in Retirement Plan Concepts & Services's history was $150K.
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