


Plan Design Consultants
Financial Services • Carlsbad, California, United States • 21-50 Employees
Company overview
| Headquarters | 3451 Via Montebello, Suite 192-108, Carlsbad, CA 92009-8492, US |
| Phone number | +16503413322 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Founded | 1975 |
| Employees | 21-50 |
| Socials |
Key Contact at Plan Design Consultants
Paul Carlson
Cfo & Founder
Plan Design Consultants Email Formats
Plan Design Consultants uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@plandesign.com), used 45% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@plandesign.com | 45% |
{first name}.{last name} | john.doe@plandesign.com | 45% |
{first name} | john@plandesign.com | 10% |
About Plan Design Consultants
Plan Design Consultants, Inc. provides the highest quality of retirement plan services. We have been doing so since 1975. We assist employers with the design, installation and annual administration of Qualified Retirement Plans. 401(k), 403(b), Profit Sharing Plans, Defined Contribution/Defined Benefit Combination Plans, Defined Benefit Plans. We rock the company color of orange. PDC orange represents creativity, change and innovation. smart.easy.awesome is the company tagline and is the center of our overall approach to the retirement plan business and client services. We believe in a Esprit De Corps mentality and our PDCers leverage all the advantages of teamwork. The PDC Team is working everyday to constantly improve our approach and evolve our solutions. We are striving to be recognized as the very best when it comes to the service we provide our clients and Financial Advisor partners. Our pride comes from providing quality work, experienced consulting, ALWAYS wrapped in friendly, happy service model.
Plan Design Consultants revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $116,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Plan Design Consultants has 12 employees across 6 departments.
Departments
Number of employees
Funding Data
Plan Design Consultants has never raised funding before.
Plan Design Consultants Tech Stack
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Frequently asked questions
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