SBC BENEFIT CONSULTANTS, INC.

What SBC BENEFIT CONSULTANTS, INC. does

SBC Benefit Consultants, Inc. is a privately held employee benefits and retirement plan consulting firm headquartered in Rutherford, New Jersey, with a headcount of six employees. The firm advises corporate clients and financial advisors on three core offerings: ESOP (Employee Stock Ownership Plan) administration and consulting, non-qualified deferred compensation arrangements for highly compensated employees, and broader retirement plan consulting covering plan design, administration oversight, and compliance. Its primary customer segment is retirement plan sponsors and the advisors who serve them, and the firm has operated continuously in this niche for more than 20 years, accumulating long-tenured client relationships that the principals cite as central to the value proposition.

In 2021, SBC announced a partnership with Loren D. Stark Company, a move that the principals framed as a way to expand the firm's retirement plan capabilities (specifically ESOPs and non-qualified deferred compensation) while gaining access to enhanced technology and broader resources. The structure preserved continuity of primary plan contacts, and the SBC principals became principals of the combined firm, indicating a joint operating arrangement rather than a full acquisition. The business model is classic professional services advisory: SBC earns revenue through consulting and administration engagements with plan sponsors and advisors, with no publicly disclosed pricing, fee structure, or contract terms. No public revenue, funding events, or productized technology offerings are disclosed in the available sources.

Name

SBC BENEFIT CONSULTANTS, INC.

Legal name

SBC Benefit Consultants, Inc.

Website

https://sbcbenefit.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

SBC Benefit Consultants is a six-person, New Jersey-based retirement benefits consultancy advising corporate plan sponsors and financial advisors on ESOPs, non-qualified deferred compensation, and retirement plan design. It has operated for 20+ years and partnered with Loren D. Stark Company in 2021.

Ownership category

akta.pro rank

Product category

Retirement Plan Consulting

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (52511)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

akta.pro secondary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Retirement plan consulting
• Employee benefits advisory
• ESOP administration services
• Deferred compensation planning
• Qualified retirement plans

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

SBC Benefit Consultants, Inc. is a Rutherford, New Jersey-based retirement benefits consultancy that provides Employee Stock Ownership Plan (ESOP) services, non-qualified deferred compensation arrangements, and retirement plan consulting to corporate clients and plan advisors. The firm has operated for more than 20 years and merged with Loren D. Stark Company in 2021 to broaden its technical capabilities and service capacity.

Product overview

SBC Benefit Consultants is a retirement benefits consulting firm offering a portfolio of retirement planning products and services. The core offerings include ESOP (Employee Stock Ownership Plan) services, non-qualified deferred compensation arrangements, and general retirement plan consulting. Following their partnership with Loren D. Stark Company, the combined organization provides enhanced technological capabilities and expanded resources while maintaining their focus on personalized client service for retirement benefit administration.

Differentiator

Problem solved

Functional benefit

Products and services

• ESOP Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Loren D. Stark CompanycoreStrategic or Co-development PartnerThe partnership between SBC Benefit Consultants and Loren D Stark Company enables the combined organization to provide additional retirement plan opportunities including ESOPs and non-qualified deferred compensation arrangements. The partnership provides enhanced technological capabilities and an array of resources to continue serving clients at the highest level. The principals of SBC Benefit Consultants remain as principals of the combined firm, ensuring continuity of service.

Scale indicators1 record

Recent moves2 records

Expansion highlights3 records

Direct peers

• OneDigital: A leading employee benefits and retirement plan consulting firm offering advisory, administration, and consulting for corporate benefit programs including retirement and executive benefits; comparable to SBC on retirement consulting and broader benefits focus.
• Sentinel Benefits Group: An employee benefits consulting and administration firm offering retirement plan design, compliance, and consulting to corporate clients; comparable mid-market focus and benefits consulting orientation to SBC.
• Cammack Retirement Group: An independent retirement plan consulting firm providing actuarial, plan design, and fiduciary advisory services to corporate clients; comparable niche focus on retirement plan advisory like SBC.
• CAPTRUST Financial Advisors: One of the largest independent retirement plan advisors in the U.S., providing plan design, investment advisory, and fiduciary services to corporate plans; directly comparable to SBC on core service line (retirement plan consulting) and target clients (plan sponsors).
• SageView Advisory Group: An independent retirement plan consulting firm specializing in fiduciary advice, plan design, and investment management for corporate retirement plans; comparable niche focus to SBC's retirement plan advisory practice.
• Lodestar Retirement Plan Consulting: A smaller, advisor-led retirement plan consulting firm serving plan sponsors with plan design, vendor search, and ongoing consulting; comparable in scale and service model to SBC.
• Sequoia Financial Group: An employee-owned retirement plan and wealth advisory firm offering plan design, consulting, and administration; closely matches SBC's retirement plan consulting model and advisor-led service approach.

Broad incumbents

• Empower Retirement (Empower): A large retirement plan recordkeeper and advisor offering plan administration, advisory, and participant services; broader scale but overlaps with SBC's retirement plan value proposition to plan sponsors.
• NFP (an Aon company): A large diversified insurance brokerage and benefits advisory firm with a retirement plan practice spanning advisory, administration, and executive benefits; broader scope than SBC but materially overlaps in retirement and executive benefits consulting.

Others

• Loren D. Stark Company (LDSCO): SBC's 2021 strategic partner organization, providing the combined entity with broader retirement plan, ESOP, and non-qualified deferred compensation capabilities; not a competitor but the firm's combined platform post-partnership.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/sbc-benefit-consultants-inc.

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SBC BENEFIT CONSULTANTS, INC.