Insights

Strong Niche Benefit Resources, Inc. specializes in retirement plan administration with a focus on accuracy and data verification, presenting an opportunity to cross-sell enhanced compliance services and independent audit offerings to mid-market clients seeking reliable TPA support.

Customer Focus With a single point of contact and proactive plan design, there is potential to upsell expanded advisory services, custom documentation, and ongoing plan optimization to existing clients and prospects seeking personalized administration.

Data Integrity Annual data certification and deposits validation capabilities position the firm to partner with or compete against bundled providers; sales opportunities exist to offer independent data verification services or integrate with investment advisor or custodian platforms for trusted governance.

Established Track Established since 1987 with hundreds of clients nationwide, the company demonstrates stability and depth, suggesting growth opportunities in mid-sized organizations looking to switch TPAs for proven reliability and established processes.

Growth Readiness Revenue in the mid-range of private company scales indicates capacity to absorb incremental services such as additional plan design, compliance reviews, and technology-enabled administration, making it a fit for strategic partnerships or referral-based sales to large broker networks.

Similar companies to Benefit Resources, Inc.

Benefit Resources, Inc. Tech Stack

Benefit Resources, Inc. uses 8 technology products and services including Hotjar, HubSpot Analytics, Sucuri, and more. Explore Benefit Resources, Inc.'s tech stack below.

Benefit Resources, Inc.'s Email Address Formats

Benefit Resources, Inc. uses at least 2 email formats:
Benefit Resources, Inc. Email FormatsExamplePercentage
FirstL@benefit-resources.comJohnD@benefit-resources.com
55%
FLast@benefit-resources.comJDoe@benefit-resources.com
45%

Frequently Asked Questions

What is Benefit Resources, Inc.'s phone number?

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You can contact Benefit Resources, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Benefit Resources, Inc.'s official website and social media links?

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Benefit Resources, Inc.'s official website is benefit-resources.com and has social profiles on LinkedIn.

How much revenue does Benefit Resources, Inc. generate?

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As of October 2026, Benefit Resources, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Benefit Resources, Inc.'s SIC code and NAICS code?

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Benefit Resources, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Benefit Resources, Inc. have currently?

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As of October 2026, Benefit Resources, Inc. has approximately 21 employees across 1 continents, including North America. Key team members include President: J. F., New Business Coordinator: A. S. and Java Developer: E. L. Explore Benefit Resources, Inc.'s employee directory with LeadIQ.

What industry does Benefit Resources, Inc. belong to?

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Benefit Resources, Inc. operates in the Financial Services industry.

What technology does Benefit Resources, Inc. use?

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Benefit Resources, Inc.'s tech stack includes Hotjar, HubSpot Analytics, Sucuri, HubSpot Content Hub, WordPress, Microsoft 365, Wistia and Piwik.

What is Benefit Resources, Inc.'s email format?

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Benefit Resources, Inc.'s email format typically follows the pattern of FirstL@benefit-resources.com. Find more Benefit Resources, Inc. email formats with LeadIQ.

When was Benefit Resources, Inc. founded?

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Benefit Resources, Inc. was founded in 1987.
Benefit Resources, Inc. logo

Benefit Resources, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Benefit Resources, Inc. operates in the financial services sector with a focus on retirement plan administration. Based in Sacramento, California, the firm emphasizes tailored retirement solutions and data accuracy, offering ongoing plan management and proactive recommendations to adapt to clients’ changing needs. The company serves a range of clients across the United States, aiming to provide experienced, certificated professionals and a single point of contact for plan administration, while maintaining independent alignment with investment advisors or custodians of clients’ choosing. Founded in 1987, Benefit Resources highlights objective data certification and a responsive approach as core elements of its service model.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Benefit Resources, Inc.'s revenue is estimated to be in the range of $25M - $50M

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