Established Market Presence 401k Plus has been providing retirement plan administration services since 1981, demonstrating a strong, longstanding reputation in the financial services industry that can be leveraged for trust-building with potential clients.

Recent Acquisition Opportunity The company was acquired by Ascensus College Savings, Inc. in 2018, presenting opportunities to engage with a growing network within a larger organization aiming to expand its regional and client service capabilities.

Growth Potential With estimated revenues between $10 million and $25 million and a relatively small team of 11-50 employees, 401k Plus may be seeking scalable solutions to support future growth and improve operational efficiencies.

Technology & Digital Tools The company's use of web analytics, SEO, and social sharing tools indicates openness to digital platforms, offering opportunities to introduce advanced fintech solutions for enhanced client engagement and streamlined administration.

Client Diversification Serving hundreds of clients of varying sizes positions 401k Plus as a versatile partner, which opens avenues for tailored service offerings and integrated solutions to expand their market share in regional retirement services.