National 401K Third Party Administrator - Business for Sale
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401K Third Party Administrator in Ohio
OH, US
Added 11 months ago
Financial Services
This business is a third-party administrator providing 401K retirement plan design, recordkeeping, and administrative services to clients across the United States, based in Ohio and serving 265 clients with $345 million in assets under management.
Key Information
Asking
–
Revenue
$1.0M
Earnings
–
Multiple
–
Key Highlights
- Business is a national 401K third party administrator based in OH, US
- Assets under management (AUM) total $345 million
- Serves 265 clients with 4,500 plan participants
- Offers both RIA and 3(38) outside services
- Owner is selling to join a larger organization
Contact Info
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