The Monteverde Group Retirement Plan Services
Financial Services • 
Pittsburgh, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 401 Liberty Ave, Suite 2300, Pittsburgh, PA 15222, US |
| Phone number | +14123910338 |
| Website | |
| NAICS | 52 |
| Keywords | Request For Proposal, Fee Analysis, Executive Benefits Consulting, Fiduciary Assistance, Board/Committee Education And Training, Employee Education And Advice Solutions, Fee Recapture, Investment Policy Statement Design/Monitoring, Vendor Selection/Search |
| Employees | 1-10 |
| Socials |
Key Contact at The Monteverde Group Retirement Plan Services
Wendy Astorino Partner And President-Retirement Plan Services
Partner and President - Retirement Plan Services
About The Monteverde Group Retirement Plan Services
With the ever-changing nature of qualified plans, plan sponsors, now more than ever, are in need of experienced qualified plan consultants. Whether you offer your employees a defined benefit plan or a defined contribution plan, our team offers an independent approach to analyzing your plan, always keeping the plan sponsor’s fiduciary responsibility as our primary concern, especially as regulatory changes continue to occur.
The Monteverde Group Retirement Plan Services revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Monteverde Group Retirement Plan Services has never raised funding before.
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