The Pension Source
Financial Services • 
Stuart, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 2110 SE Rays Way, Stuart, Florida 34994, US |
| Phone number | +15616250736 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | 401(K) Plan Design, Implementation And Administration, Defined Benefit Plan Design, Irs/Dol Compliance |
| Founded | 1979 |
| Employees | 11-20 |
| Socials |
Key Contact at The Pension Source
Barbara Labounty
Director Of Operations
The Pension Source Email Formats
The Pension Source uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@thepensionsource.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@thepensionsource.com | 55.6% |
{first name}{last name} | johndoe@thepensionsource.com | 33.3% |
{first name}.{last name} | john.doe@thepensionsource.com | 11.1% |
About The Pension Source
The Pension Source, LLC is a Third Party Administration firm that specializes in the design, implementation and administration of qualified pension, profit sharing, and 401(k) plans. We take pride in working with Small Business Owners to ensure that we completely understand their goals and retirement needs. We offer new Plans and can also review their current Plan to identify the benefits of maximizing business owner contributions and minimizing employee costs, thus providing the owner with the greatest tax benefits.
The Pension Source revenue & valuation
| Annual revenue | $19,400,000 |
| Revenue per employee | $1,380,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $61,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Pension Source has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Pension Source has never raised funding before.
The Pension Source Tech Stack
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