What is The Pension Design Group's NAICS code?

The Pension Design Group's NAICS code is 52 (Finance and Insurance).

Insights

Referral Lever Strong reliance on referrals from CPAs and financial planners suggests targeted outreach to accounting and advisory firms could unlock new client opportunities and co-marketing collaborations.

Scale Readiness Revenue range of $50M-$100M and a mid-size employee base indicate potential upsell to mid-market employer clients and larger 401k plan administrations with increased compliance and valuation needs.

Tech Enablement Utilizes a mix of modern and hosted platforms (WordPress/Wix, Google Cloud, React) which can be leveraged to demonstrate streamlined client portals, automated 5500 filing workflows, and scalable service delivery.

Market Positioning Specialization in 401k plan administration positions the company for partnerships with HR firms, SMB employers, and retirement plan consultants seeking specialized compliance and valuation expertise.

Growth Catalysts Given the competitive landscape with large financial institutions, emphasize niche expertise, superior compliance accuracy, and personalized service to win mid-market plans and mid-sized employer segments.

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The Pension Design Group Tech Stack

The Pension Design Group uses 8 technology products and services including Wix, WordPress, Microsoft 365, and more. Explore The Pension Design Group's tech stack below.

Wix
Content Management System
WordPress
Content Management System
Microsoft 365
Email
Elastic Email
Email Marketing
Google Cloud
Infrastructure As A Service
React
Javascript Frameworks
Cloudways
Platform As A Service
DigitalOcean Web Hosting
Web Hosting

The Pension Design Group's Email Address Formats

The Pension Design Group uses at least 4 email formats:

The Pension Design Group Email Formats	Example	Percentage
First@pensiondesigngroup.com	John@pensiondesigngroup.com	92%
FLast@pensiondesigngroup.com	JDoe@pensiondesigngroup.com	8%
FirstL@thepensiondesigngroup.com	JohnD@thepensiondesigngroup.com	50%
First@thepensiondesigngroup.com	John@thepensiondesigngroup.com	50%

Frequently Asked Questions

What is The Pension Design Group's phone number?

You can contact The Pension Design Group's main corporate office by phone at

+1-614-802-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Pension Design Group's official website and social media links?

The Pension Design Group's official website is pensiondesigngroup.com and has social profiles on LinkedIn.

How much revenue does The Pension Design Group generate?

As of September 2026, The Pension Design Group's annual revenue is estimated to be $50M - $100M.

What is The Pension Design Group's SIC code and NAICS code?

The Pension Design Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does The Pension Design Group have currently?

As of September 2026, The Pension Design Group has approximately 26 employees across 1 continents, including North America. Key team members include Director Of Operations & Client Services: D. F. and Benefit Administrator And Office Administration: K. T. Explore The Pension Design Group's employee directory with LeadIQ.

What industry does The Pension Design Group belong to?

The Pension Design Group operates in the Financial Services industry.

What technology does The Pension Design Group use?

The Pension Design Group's tech stack includes Wix, WordPress, Microsoft 365, Elastic Email, Google Cloud, React, Cloudways and DigitalOcean Web Hosting.

What is The Pension Design Group's email format?

The Pension Design Group's email format typically follows the pattern of First@pensiondesigngroup.com. Find more The Pension Design Group email formats with LeadIQ.

The Pension Design Group

Q: How many employees does The Pension Design Group have currently?

The Pension Design Group has approximately 26 employees.

Q: What technology does The Pension Design Group use?

The Pension Design Group's tech stack includes Google Cloud, JSON-LD, Nginx, Punycode, TweenMax.

Financial ServicesOhio, United States11-50 Employees

The Pension Design Group operates in the financial services sector with a focus on 401(k) plan administration. It handles the preparation of 5500 tax forms, compliance testing, and annual valuations to ensure plans stay compliant and up to date. The firm works directly with business clients and increasingly collaborates with CPAs and financial planners who refer clients to them.

Based in Worthington, Ohio, the company is a small to mid-sized practitioner within retirement plan services. Its market consists of organizations seeking expert administration of their 401(k) programs, aided by professional referrals from accounting and financial advisory communities.