What is Tri-State Plan Administration?
Founded in 1987, Tri-State Plan Administration specializes in providing tailored retirement plan administration services to small and medium-sized employers. The company's mission centers on designing and implementing custom plans, including 401(k)s, Defined Benefit Plans, and Profit Sharing Plans, to meet the unique needs of each business and its employees. Tri-State Plan Administration focuses on executing the day-to-day operations of plan administration, allowing clients to concentrate on their core business objectives. Their approach emphasizes partnership and continuous reassessment to ensure plans evolve with the client's growth and changing requirements.
How much funding has Tri-State Plan Administration raised?
Tri-State Plan Administration has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Tri-State Plan Administration
PPP
Public-Private Partnership
What's next for Tri-State Plan Administration?
The recent strategic investment signals a new phase of growth and potential expansion for Tri-State Plan Administration. This capital infusion is likely to fuel enhancements in service offerings, technological advancements, and broader market reach. As a company operating in the large-scale late-stage funding environment, Tri-State Plan Administration is poised to solidify its market leadership and further innovate within the retirement solutions landscape, potentially exploring new plan types or expanding its client base.
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