Premier Plan Consultants
Premier Plan Consultants is a San Diego-based third party administrator that designs and administers customized retirement plans, including 401(k), Cash Balance, and Defined Benefit plans, for over 1,600 businesses nationwide.
- Company typePrivate
- Founded2017
- HeadquartersSan Diego, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Premier Plan Consultants firmographics
Firmographics- Name
- Premier Plan Consultants
- Legal name
- Premier Plan Consultants
- Website
- https://premierplanco.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Premier Plan Consultants is a San Diego-based third party administrator that designs and administers customized retirement plans, including 401(k), Cash Balance, and Defined Benefit plans, for over 1,600 businesses nationwide.
- Ownership category
- akta.pro rank
Premier Plan Consultants industry classification
Industry- Product category
- Retirement Plan Administration (Third Party Administrator)
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Group Life Administration/Enrollment Platforms (TPA & Benefits Admin) (FSAIADAJ)
Keywords
Where Premier Plan Consultants is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Premier Plan Consultants business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Retirement Plan Administration Services: Ongoing Third Party Administration (TPA) fees for managing retirement plans including 401(k), Safe Harbor 401(k), Profit Sharing, Cash Balance, and Defined Benefit plans. Services include compliance testing, trust accounting, plan document preparation, and Form 5500 filing.
- Retirement Plan Consulting: Strategic consulting services for plan design, custom plan analysis, and recommendations for plan updates and changes as company goals and demographics evolve.
- Plan Setup and Implementation: One-time fees for initial plan establishment including document preparation, onboarding conference calls, and implementation support. New plans take 4-6 weeks from initial conversation to fully operational.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom retirement plan administration services with quote-based pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Premier Plan Consultants product offering
Product offeringCore offering
Premier Plan Consultants is a Third Party Administrator (TPA) that designs, sets up, and administers employer-sponsored retirement plans, including 401(k), Safe Harbor 401(k), Profit Sharing, Cash Balance, and Defined Benefit plans. The firm provides custom plan design consulting, ongoing administration, ADP/ACP and Top Heavy compliance testing, trust accounting, plan document preparation, Form 5500 filing, and transition services for businesses of all sizes.
Product overview
Premier Plan Consultants offers a comprehensive suite of retirement plan administration services for businesses. The core offerings include 401(k) Plan Administration (Traditional and Safe Harbor variants), Cash Balance Plans, and Defined Benefit Plans, supplemented by consulting, ongoing support, and compliance services. The company provides full-service retirement plan design, administration, and compliance solutions serving over 1,500 companies nationwide from their San Diego headquarters.
Differentiator
Problem solved
Functional benefit
Products and services
- 401(k) Plan Administration Employer-sponsored retirement savings plan letting employees contribute a portion of pre-tax earnings into investments. Includes Traditional 401(k) and Safe Harbor 401(k) options with various employer matching and profit-sharing configurations. Designed for businesses seeking to attract and retain talent through competitive benefits.
- Cash Balance Plan Administration Advanced retirement plan allowing high-income earners to boost retirement savings and defer current-year taxes. Typically added alongside an existing 401(k) plan. Contribution limits are determined by age, compensation, and employee group classifications.
- Defined Benefit Plan Administration Retirement plan in which the employer promises to pay a specific amount of retirement income to employees, calculated based on years of service, salary history, and age. Allows business owners to fund larger tax-deductible contributions than defined contribution plans.
- Retirement Plan Consulting Custom strategic retirement plan design consulting to identify company objectives, create custom plan designs that maximize benefits, prioritize client needs, and offer straightforward advice on retirement plan strategy.
- Ongoing Plan Support Ongoing administrative support including technical retirement plan questions, plan monitoring, compliance testing, and plan design reviews to ensure plans continue to meet evolving business needs.
- Compliance Services Plan document preparation and Summary Plan Description drafting, compliance with current regulations, annual trust accounting and testing, and Form 5500 preparation and filing with required schedules.
Quantifiable outcome
- Serving 1,500+ local businesses and 1,600+ companies nationwide
- +2 more outcomes
Companies that use Premier Plan Consultants
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Premier Plan Consultants technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Premier Plan Consultants partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered major and core.
- Trombino Pension AdministratorsmajorIn November 2025, Trombino Pension Administrators joined Premier Plan Consultants. Dennis and Kelly Trombino bring over 40+ combined years of experience and their existing client base to PPC, enhancing PPC's scale and expertise.
- John HancockcoreJohn Hancock is a major retirement plan provider and recordkeeper that partners with Premier Plan Consultants to provide retirement plan services to their shared clients.
- EmpowercoreEmpower is a leading retirement plan recordkeeper and provider that works with Premier Plan Consultants to deliver retirement plan administration services.
- American FundscoreAmerican Funds (Capital Group) provides investment options for retirement plans administered by Premier Plan Consultants.
- VoyacoreVoya Financial is a retirement plan provider and recordkeeper that partners with Premier Plan Consultants for plan administration services.
- VanguardcoreVanguard is a prominent investment management company providing retirement plan investment options through Premier Plan Consultants administration.
- AscensuscoreAscensus is a retirement plan recordkeeper and technology platform that supports Premier Plan Consultants in delivering plan administration services.
- CUNA Mutual GroupcoreCUNA Mutual Group provides retirement plan and financial services that complement Premier Plan Consultants' administration offerings.
- Principal FinancialcorePrincipal Financial is a retirement plan provider and recordkeeper that works with Premier Plan Consultants to serve business clients.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Premier Plan Consultants competitors and assessment
Company assessmentBroad incumbents
- Empower: Empower is one of the largest U.S. retirement plan recordkeepers, offering integrated plan administration across multiple plan types for employers of all sizes. As both an existing PPC partner and a competitor in the broader admin market, Empower exemplifies the broad-incumbent threat to specialty TPAs.
- Vanguard: Vanguard is a major retirement plan recordkeeper and asset manager serving employer-sponsored 401(k) and defined contribution plans of all sizes. As one of Premier Plan Consultants' channel partners, Vanguard also competes in adjacent segments with bundled admin capabilities.
- ADP Retirement Services: ADP Retirement Services integrates recordkeeping and administration with ADP's HR and payroll platform, creating a sticky bundle for small and mid-sized businesses. ADP's SMB-targeted offerings compete directly with Premier Plan Consultants' core customer segment.
- Fidelity Investments: Fidelity is the largest U.S. retirement plan recordkeeper, providing workplace retirement services including 401(k) administration, brokerage, and advisory capabilities. Fidelity's scale and bundled offerings directly compete for the same employer plan sponsor buyers PPC serves.
- Charles Schwab: Charles Schwab provides recordkeeping and custody for employer-sponsored retirement plans and is expanding its bundled administration offerings for small and mid-sized plans. Schwab's brand recognition and scale make it a broad-incumbent competitor to specialty TPAs.
- T. Rowe Price Retirement Plan Services: T. Rowe Price is a leading retirement plan recordkeeper serving employer-sponsored 401(k) and other defined contribution plans, with a strong presence among mid-sized plan sponsors. Their full-service retirement offerings directly overlap PPC's target customer segments.
- Principal Financial Group: Principal Financial is a major retirement plan provider serving employer-sponsored plans from small to large, with strength in mid-sized plan sponsors. As an existing PPC channel partner, Principal also represents a broad-incumbent competitive overlap in similar buyer segments.
- Voya Financial: Voya Financial offers retirement plan recordkeeping and administration with a strong mid-sized employer footprint. As an existing PPC channel partner, Voya's bundled admin offerings position it as a broad-incumbent competitor for similar plan sponsors.
Direct peers
- The 401(k) Company: The 401(k) Company is a third-party administrator specializing in retirement plan design and compliance for small and mid-sized businesses. Its TPA services and customer profile closely mirror Premier Plan Consultants' core offering.
- CBIZ Retirement Plan Services: CBIZ provides third-party retirement plan administration services as part of its broader professional services portfolio, serving similar small and mid-sized plan sponsors with comparable plan design, compliance testing, and Form 5500 administration services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Premier Plan Consultants social profiles
Digital presencePremier Plan Consultants financial estimates
Financial estimateRevenue estimate
Valuation estimate
Premier Plan Consultants leadership team
Management profileNumber of profiles
Profiles13 records
Premier Plan Consultants subsidiaries and ownership
Company hierarchySubsidiaries1 record
Premier Plan Consultants funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Premier Plan Consultants M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Premier Plan Consultants
What does Premier Plan Consultants do?
Premier Plan Consultants is a Third Party Administrator (TPA) that designs, sets up, and administers employer-sponsored retirement plans, including 401(k), Safe Harbor 401(k), Profit Sharing, Cash Balance, and Defined Benefit plans. The firm provides custom plan design consulting, ongoing administration, ADP/ACP and Top Heavy compliance testing, trust accounting, plan document preparation, Form 5500 filing, and transition services for businesses of all sizes.
Is Premier Plan Consultants a public or private company?
Premier Plan Consultants is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Premier Plan Consultants founded?
Premier Plan Consultants was founded in 2017. It employs 1 to 10 people.
Where is Premier Plan Consultants based?
Premier Plan Consultants is headquartered in San Diego, United States, in the North America region.
How does Premier Plan Consultants make money?
Three revenue lines are on record. Retirement Plan Administration Services are the primary driver. The others are retirement Plan Consulting and plan Setup and Implementation.
Who are Premier Plan Consultants's main competitors?
Broad incumbents on record are Empower, Vanguard, ADP Retirement Services, Fidelity Investments, Charles Schwab, T. Rowe Price Retirement Plan Services, Principal Financial Group and Voya Financial. Direct peers are The 401(k) Company and CBIZ Retirement Plan Services.
Does Premier Plan Consultants have an API?
No public API is recorded for Premier Plan Consultants.
What industry is Premier Plan Consultants in?
Premier Plan Consultants's product category is Retirement Plan Administration (Third Party Administrator). Its primary akta.pro industry code is FSAIADAJ, Group Life Administration/Enrollment Platforms (TPA & Benefits Admin). Its NAICS code is 524292 and its SIC code is 8742.