Established expertise Longstanding experience since 1968 and a track record as a leading administrator and consultant for tax-qualified retirement plans, signaling trust and reliability for prospects seeking compliant, experienced plan services.

Regional footprint Seven offices across California and Hawaii serving over 5,000 employers in the Western United States, indicating a strong regional presence with potential for cross-sell to existing clients and expansion opportunities within a defined geographic market.

Comprehensive services End-to-end consulting and administrative support for Defined Benefit, Cash Balance, 401(k), Profit Sharing, 403(b) and wage plans, plus IRS, DOL, and PBGC reporting, presenting multiple entry points for upselling additional compliance and advisory services.

Tech-enabled scalability Utilizes AWS, Salesforce, WordPress, Node.js, and Cloudflare protections, signaling a modernization path that can be leveraged to offer enhanced data security, workflow automation, and client self-service capabilities to mid-market retirement plan sponsors.

Financial opportunity Current revenue range of 10 to 25 million with a sizable SMB to mid-market client base in the retirement plan space, creating a fertile ground for expanded service packages, managed services, and higher-margin consulting engagements.