Insights

Small client focus Target small to mid-sized employers seeking reliable retirement plan administration. Highlight TPA’s history and focus on designing and maintaining custom plans for smaller firms, presenting opportunities to upsell additional plan services as clients scale.

Integrated support Emphasize end-to-end retirement services, including plan design, administration, consulting, and fiduciary/actuarial support through Latitude. Position as a one-stop shop for employers wanting comprehensive retirement program management.

Local presence Leverage the Cincinnati footprint and ongoing collaboration with Latitude to build trust with local businesses. Offer closeness, responsive service, and ongoing reassessment of plans as company needs evolve.

Growth opportunities With revenue in the low-to-mid millions and a scalable service model, pursue prospects among firms planning to expand headcount or adopt complex provisions (Safe Harbor, Roth, cross-testing, age-weighted allocations) that require specialized administration.

Technology leverage Promote efficiency and data-driven plan management by aligning with the firm’s tech stack and digital tools. Offer digital onboarding, transparent reporting, and analytics-driven insights as a differentiator to prospective clients.

Tri-State Plan Administration, Inc. Tech Stack

Tri-State Plan Administration, Inc. uses 8 technology products and services including WordPress, Google Fonts API, jQuery, and more. Explore Tri-State Plan Administration, Inc.'s tech stack below.

WordPress

Content Management System

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

jQuery UI

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

OpenResty

Web Servers

Nginx

Web Servers

Tri-State Plan Administration, Inc. Email Formats	Example	Percentage
FLast@tri-stateplan.com	JDoe@tri-stateplan.com	100%

Tri-State Plan Administration, Inc. Email Formats

Example

Percentage

FLast@tri-stateplan.com

JDoe@tri-stateplan.com

100%

Frequently Asked Questions

What is Tri-State Plan Administration, Inc.'s phone number?

You can contact Tri-State Plan Administration, Inc.'s main corporate office by phone at

+1-513-651-****

. 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 Tri-State Plan Administration, Inc.'s official website and social media links?

Tri-State Plan Administration, Inc.'s official website is tri-stateplan.com and has social profiles on LinkedIn.

How much revenue does Tri-State Plan Administration, Inc. generate?

As of July 2026, Tri-State Plan Administration, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Tri-State Plan Administration, Inc.'s SIC code NAICS code?

Tri-State Plan Administration, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Tri-State Plan Administration, Inc. have currently?

As of July 2026, Tri-State Plan Administration, Inc. has approximately 7 employees across 2 continents, including North AmericaEurope. Key team members include Director: J. L.Administrator Assistant: M. W.. Explore Tri-State Plan Administration, Inc.'s employee directory with LeadIQ.

What industry does Tri-State Plan Administration, Inc. belong to?

Tri-State Plan Administration, Inc. operates in the Accounting industry.

What technology does Tri-State Plan Administration, Inc. use?

Tri-State Plan Administration, Inc.'s tech stack includes WordPressGoogle Fonts APIjQueryjQuery UIPHPGoogle AnalyticsOpenRestyNginx.

What is Tri-State Plan Administration, Inc.'s email format?

Tri-State Plan Administration, Inc.'s email format typically follows the pattern of FLast@tri-stateplan.com. Find more Tri-State Plan Administration, Inc. email formats with LeadIQ.

When was Tri-State Plan Administration, Inc. founded?

Tri-State Plan Administration, Inc. was founded in 1987.

Tri-State Plan Administration, Inc.

Q: What technology does Tri-State Plan Administration, Inc. use?

Tri-State Plan Administration, Inc.'s tech stack includes Google Analytics, Google Fonts API, Apache, Lua, jQuery.

Q: What is Tri-State Plan Administration, Inc.'s NAICS code?

Tri-State Plan Administration, Inc.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingOhio, United States2-10 Employees

Tri-State Plan Administration, Inc. is a Cincinnati-based accounting firm that specializes in retirement plan administration for employers. Founded in 1987, the company designs and administers customized retirement plans for small and mid-sized businesses, recognizing that each organization has unique needs. In 2020, Tri-State Plan Administration joined Latitude Retirement, a national firm that operates with a local-provider approach, expanding access to plan design, administration, consulting, 3(16) fiduciary, and actuarial services. The TPA team remains based in Downtown Cincinnati and continues to support local clients. 

Its offerings target small to medium-sized employers seeking retirement plans aligned with their workforce and lifecycle, with ongoing administration so clients can focus on core operations. Its programs include 401(k) plans (with Safe Harbor and Roth provisions), Defined Benefit plans, and Profit Sharing plans, including cross-testing or age-weighted allocations. As part of Latitude Retirement, the Cincinnati operation gains access to a broader network of offices in Cincinnati, Columbus, Mount Pleasant, Woodland Hills, Phoenix, and Indianapolis, while maintaining local support for clients.

Insights

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