PenServ Plan Services Revenue
Financial Services • 
Cayce, South Carolina, United States • 51-100 Employees
PenServ Plan Services revenue & valuation
| Annual revenue | $3,045,387 |
| Revenue per employee | $48,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,800,000 |
| Total funding | No funding |
Key Contacts at PenServ Plan Services
Mark Buckley
Director Of Business Development
Paul Prete
Director Of Advisor Relationships
Barry Cox
Director Of It Operations And Communications
Stephanie Patterson
Director Of Financial Services
Company overview
| Headquarters | 102 Trade Zone Drive, Columbia, SC 29170, US |
| Phone number | +18008494001 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | 401K, Consulting, Audits, Continuing Education, Third Party Administration, TPA, Retirement Plans, Compliance Services, Plan Documents, 403B, 457B, Document Services, Woman-Owned, Recordkeeping, Benefit Enrollment, Plan Administration, Financial Planning Tools, Retirement Plan Training, Governmental Compliance Training |
| Founded | 1986 |
| Employees | 51-100 |
| Socials |
PenServ Plan Services Email Formats
PenServ Plan Services uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@penserv.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@penserv.com | 66.7% |
{first initial}.{last name} | j.doe@penserv.com | 25% |
{first initial}{last name} | jdoe@penserv.com | 5.6% |
{last name}{last name} | doedoe@penserv.com | 2.8% |
About PenServ Plan Services
PenServ Plan Services, Inc. is a full-service, third-party administrator (TPA) offering retirement plan recordkeeping and administrative services, compliance testing, auditing, and document services to large and small for-profit and nonprofit employers, as well as tax-exempt governmental, educational, and religious institutions. PenServ guides each client through the plan design, education, and enrollment processes and relieves them of the daily challenges of plan administration and legal compliance. For more than 30 years, PenServ has been the trusted TPA partner of choice for investment professionals and plan sponsors because we offer customized plans, provide ethical reporting of all activities and ensure data and asset protection through multilevel, industry-standard security protocols. Also, as an IRS-approved continuing-education provider, PenServ Consulting Services Division offers a wide variety of seminars, conferences, and customized in-house training solutions that address the ever-evolving legal and regulatory landscape of the retirement and benefits industry. PenServ is certified as a Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC), the nation's largest third-party certifier of businesses owned and operated by women.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
PenServ Plan Services has 30 employees across 7 departments.
Departments
Number of employees
Funding Data
PenServ Plan Services has never raised funding before.
PenServ Plan Services Tech Stack
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