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Qualified Plan Advisors Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Qualified Plan Advisors's estimated annual revenue is currently $8.4M per year.(i)
  • Qualified Plan Advisors's estimated revenue per employee is $168,000

Employee Data

  • Qualified Plan Advisors has 50 Employees.(i)
  • Qualified Plan Advisors grew their employee count by 0% last year.

Qualified Plan Advisors's People

NameTitleEmail/Phone
1
VP - Retirement PracticeReveal Email/Phone
2
Managing Director, Houston Operations Retirement Practice LeaderReveal Email/Phone
3
Managing Director, Northern CaliforniaReveal Email/Phone
4
Director Managed Account ServicesReveal Email/Phone
5
Director ERISA OversightReveal Email/Phone
6
Director Retirement Plan ExperienceReveal Email/Phone
7
Retirement Plan ConsultantReveal Email/Phone
8
ConsultantReveal Email/Phone
9
Retirement Plan AdvisorReveal Email/Phone
10
Managing Principal, Retirement PracticeReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.9M4712%N/AN/A
#2
$36.3M15735%N/AN/A
#3
$20.4M9724%N/AN/A
#4
$7.5MN/AN/AN/A
#5
$1.5M12-37%N/AN/A
#6
$8.4M504%N/AN/A
#7
$8.4M500%N/AN/A
#8
$264.9M9011%N/AN/A
#9
$6.7M400%N/AN/A
#10
$25.4M1213%N/AN/A
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What Is Qualified Plan Advisors?

Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services. QPA’s goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., 7th Floor, Overland Park, KS 66211

keywords:N/A

N/A

Total Funding

50

Number of Employees

$8.4M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.2M50-7%N/A
#2
$7.2M504%N/A
#3
$12.4M516%N/A
#4
$6.9M51-12%N/A
#5
$10.1M512%N/A