PlanPILOT Revenue

Financial Services • Chicago, Illinois, United States • 11-20 Employees

PlanPILOT revenue & valuation

Annual revenue	$500,000
Revenue per employee	$34,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contacts at PlanPILOT

Rick Donley

Director Of Multiple Employer Plan Programs

Brodie Wood

Director Of Pooled Employer Plans

Mark Olsen

Managing Director

Company overview

Headquarters	223 West Jackson Blvd, Suite 800, Chicago, IL 60606, US
Phone number	+13129734911
Website	planpilot.com
NAICS	52
SIC	641
Keywords	Investment Oversight, Cybersecurity, Plan Design Consulting, Fiduciary Plan Assessment, Recordkeeping Consultation, Retirement Plan Consultation, Ocio Search Services
Employees	11-20
Socials

PlanPILOT Email Formats

PlanPILOT uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@planpilot.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@planpilot.com	50%
{first name}.{last name}	john.doe@planpilot.com	50%

About PlanPILOT

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Senior

Director

Entry

Employees by Department

PlanPILOT has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

PlanPILOT has never raised funding before.

PlanPILOT Tech Stack

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

reCAPTCHA

Security

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

Frequently asked questions

PlanPILOT is located in Chicago, Illinois, US.

You can reach PlanPILOT at +13129734911.

PlanPILOT generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

PlanPILOT has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PlanPILOT has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at PlanPILOT

Rick Donley

Director Of Multiple Employer Plan Programs

Brodie Wood

Director Of Pooled Employer Plans

Mark Olsen

Managing Director

4.8

40,000 users