National 401K Third Party Administrator - Business for Sale

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401K Plan Administration Firm in Ohio

OH, US
Added 1 year ago
Financial Services

This business is a third-party administrator for 401K retirement plans, providing plan design, recordkeeping, and administrative services to clients across the US from its Ohio base.

Key Information

Asking

Revenue

Earnings

Multiple

Key Highlights

  • Business is a national 401K third party administrator based in Ohio, US
  • Number of clients: 265
  • Number of plan participants: 4,500
  • Assets under management (AUM): $345 million
  • Business offers both RIA and 3(38) outside services

Contact Info

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