Secured Retirement Incorporated
Financial Services • 
Brea, California, United States • 1-10 Employees
Company overview
| Headquarters | 275 N. Brea Boulevard, Suite B, Brea, California 92821, US |
| Phone number | +17142561070 |
| Websites | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Profit Sharing Plans, Defined Benefit Pension Plans, Safe Harbor 401(K) Plans, Traditional 401(K) Plans |
| Founded | 1981 |
| Employees | 1-10 |
| Socials |
Key Contact at Secured Retirement Incorporated
Garry Hobday
President
Secured Retirement Incorporated Email Formats
Secured Retirement Incorporated uses 1 email format. The most common is {first initial} (e.g., j@401kpros.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@401kpros.com | 100% |
About Secured Retirement Incorporated
Secured Retirement Incorporated (SRI) was founded in 1981, as an alternative to the high cost of third party administration of qualified employee retirement plans. We specialize in the administration of 401(k) and Safe Harbor 401(k) Plans, as well as Profit Sharing and Defined Benefit Plans. Our motto is: "Providing business owners an economical solution to the high cost of qualified retirement plan administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans and assuring SRI's independent interaction with the investment and financial advisors of your choice. SRI's commitment to prompt, professional and economical plan administration remains the cornerstone of service to our clients. After nearly 20 years in La Habra, SRI relocated to our new offices in the city of Brea, CA, in September 2000. Secured Retirement Incorporated is a proud member of the National Institute of Pension Administrators.
Secured Retirement Incorporated revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $2,625,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Secured Retirement Incorporated has never raised funding before.
Belgium
Frequently asked questions
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