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High-Margin 401(k) & Investment Advisory Consulting Firm
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The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k) and pension plans. Its core expertise lies in third-party administration (TPA), including plan design, compliance testing, IRS Form 5500 filing, enrollment management, and the preparation of all required plan documents and summary plan descriptions in accordance with IRS regulations. The Company also provides investment advisory services, guiding both employers and employees on plan selection and investment options. The Company’s staff hold advanced industry credentials such as CPC, QPA, and QKA from ASPA, and possess deep knowledge of the legal and administrative requirements of retirement plans. Services are tailored to meet the unique needs of clients across professional, industrial, and construction sectors. This approach enables clients and their financial partners to focus on investment strategy while the Company manages the complex legal and accounting aspects of plan administration, ensuring full compliance and peace of mind.
About the Business
- Years in Operation
- 29
- Facilities & Assets
- The Company operates from a professional office facility located in Michigan. The office comprises approximately 2,000 square feet and is leased from a third party. The current lease began in 2013 and is set to expire in 2028. The fair market annual lease rate for the facility is $42,000. The facility provides adequate space for the Company’s administrative and operational needs and supports its commitment to delivering high-quality, personalized service to its clients.
- Market Outlook / Competition
- Company operates in a competitive landscape that includes both regional and national third-party administrators and retirement plan consulting firms, such as Benefit Advantage, Great Lakes Pension, and TRA. Many competitors offer similar core services, including plan administration, compliance, and investment support. However, the Company differentiates itself through its highly experienced and accredited staff, most of whom have been with the Company for over 20 years and hold advanced industry designations such as CPC, QPA, and QKA.
- Opportunities for Growth
- >Expand Administration Team
>Enhance Client Acquisition Efforts
>Leverage Health Insurance Partnership
>Expand Investment Services
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 2,000
- Rent
- $3,500.00 per month
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- Support and training provided for smooth transition.
Listing Info
- ID
- 2435028
- Listing Views
- 761
Listing ID: 2435028 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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