ERP Retirement Services Revenue

Financial Services • Melville, New York, United States • 21-50 Employees

ERP Retirement Services revenue & valuation

Annual revenue	$21,200,000
Revenue per employee	$755,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$67,700,000
Total funding	No funding

Key Contacts at ERP Retirement Services

Todd Dunaway

Partner/Director Of Business Development

Dakota Corum

Director Of Business Development

Company overview

Headquarters	135 Pinelawn Road, Suite 240 North, Melville, New York 11747, US
Phone number	+12125635060
Websites	erpactuaries.com erpretirement.com
NAICS	52
SIC	641
Keywords	Customized, 401(K) Plans, Defined Benefit Plans, Profit Sharing Plans, Regulatory Compliance Testing, 401(K)/Cash Balance Combination Plans, Actuarial Consulting Services, Credentialed Consultants, Form 5500, Safe-Harbor 401(K) Plans, Sophisticated Plan Designs
Founded	2002
Employees	21-50
Socials

ERP Retirement Services Email Formats

ERP Retirement Services uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@erpactuaries.com), used 63.2% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@erpactuaries.com	63.2%
{first initial}{last name}	jdoe@erpactuaries.com	36.8%

About ERP Retirement Services

ERP Retirement Services is an actuarial and retirement consulting firm that offers consulting and administrative services with a focus on small and mid-size businesses and partnerships. ERP's expertise provides the level of consulting in retirement planning that is typically thought to be available only to large companies and partnerships. ERP designs plans that are tailor made specifically for business owners to maximize their retirement savings and tax advantages at minimal costs while providing valuable benefits to employees. ERP incorporates the best features of both the defined contribution and defined benefit plans into a combination plan. A combination plan allows the owner to take full advantage of saving for retirement by integrating the maximum contribution amounts permitted under defined benefit and defined contribution regulations. ERP is the only firm with the experience and technical expertise to design, implement and provide on-going support for the most lucrative and cost-effective pension plans.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Partner

Employees by Department

ERP Retirement Services has 16 employees across 3 departments.

Departments

Number of employees

Funding Data

ERP Retirement Services has never raised funding before.

ERP Retirement Services Tech Stack

Discover the technologies and tools that power ERP Retirement Services's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Apache HTTP Server

Web servers

Salesforce Marketing Cloud Account Engagement

Marketing automation

Microsoft 365

Sendgrid

Frequently asked questions

ERP Retirement Services is located in Melville, New York, US.

You can reach ERP Retirement Services at +12125635060.

ERP Retirement Services generates an estimated annual revenue of $21,137,133. This revenue figure reflects the company's market position and business performance in its industry.

ERP Retirement Services has an estimated valuation of $67,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ERP Retirement Services was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

ERP Retirement Services has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at ERP Retirement Services

Todd Dunaway

Partner/Director Of Business Development

Dakota Corum

Director Of Business Development

4.8

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