Insights

Defined Benefit Growth Cash Balance Actuaries specializes in growing Defined Benefit Plan business, particularly Cash Balance Plans, presenting a sales focus for retirement plan design and administration services targeted at mid-sized clients seeking DB solutions.

SMB Market Position With 11-50 employees and revenue in the 10M-25M range, the company operates in a mid-market niche and may have a receptive audience among small to medium sized employers seeking affordable, high-quality retirement plan services.

Tech & Efficiency Existing tech stack includes cloud, analytics, and web tools (Cloudflare, Google Tag Manager, jQuery, etc.), suggesting openness to efficient, scalable service delivery and potential upsell of tech-enabled administration and reporting capabilities.

Competitive Benchmarking The firm sits among large consulting peers and specialized plan design firms; target opportunities may include differentiating through streamlined administration, cost transparency, and tailored Cash Balance Plan design to win against bigger firms.

Strategic Partnerships Similar company landscape features large players and mid-sized plan designers; prioritize outreach to regional CPAs, employer groups, and small financial advisory firms that consult on retirement benefit strategies, offering co-sell opportunities and integrated service packages.

Cash Balance Actuaries, LLC Tech Stack

Cash Balance Actuaries, LLC uses 8 technology products and services including Cloudflare, hoverIntent jQuery Plug-in, Modernizr, and more. Explore Cash Balance Actuaries, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • hoverIntent jQuery Plug-in
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Caddy
    Web Servers
  • jQuery.scrollTo
    Web Tools And Plugins

Cash Balance Actuaries, LLC's Email Address Formats

Cash Balance Actuaries, LLC uses at least 2 format(s):
Cash Balance Actuaries, LLC Email FormatsExamplePercentage
FirstLast@cashbalanceactuaries.comJohnDoe@cashbalanceactuaries.com
33%
FLast@cashbalanceactuaries.comJDoe@cashbalanceactuaries.com
34%
First@cashbalanceactuaries.comJohn@cashbalanceactuaries.com
33%
First@cbactuaries.comJohn@cbactuaries.com
100%

Frequently Asked Questions

What is Cash Balance Actuaries, LLC's phone number?

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You can contact Cash Balance Actuaries, LLC'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 Cash Balance Actuaries, LLC's official website and social media links?

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Cash Balance Actuaries, LLC's official website is cashbalanceactuaries.com and has social profiles on LinkedIn.

How much revenue does Cash Balance Actuaries, LLC generate?

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As of July 2026, Cash Balance Actuaries, LLC's annual revenue is estimated to be $25M - $50M.

What is Cash Balance Actuaries, LLC's SIC code NAICS code?

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Cash Balance Actuaries, LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Cash Balance Actuaries, LLC have currently?

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As of July 2026, Cash Balance Actuaries, LLC has approximately 17 employees across 2 continents, including North AmericaAfrica. Key team members include Administrative Assistant: S. L.Actuarial Administrator: T. C.. Explore Cash Balance Actuaries, LLC's employee directory with LeadIQ.

What industry does Cash Balance Actuaries, LLC belong to?

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Cash Balance Actuaries, LLC operates in the Financial Services industry.

What technology does Cash Balance Actuaries, LLC use?

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Cash Balance Actuaries, LLC's tech stack includes CloudflarehoverIntent jQuery Plug-inModernizrPHPBootstrapYouTubeCaddyjQuery.scrollTo.

What is Cash Balance Actuaries, LLC's email format?

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Cash Balance Actuaries, LLC's email format typically follows the pattern of FirstLast@cashbalanceactuaries.com. Find more Cash Balance Actuaries, LLC email formats with LeadIQ.
Cash Balance Actuaries, LLC logo

Cash Balance Actuaries, LLC

Financial ServicesMinnesota, United States11-50 Employees

Cash Balance Actuaries, LLC is a small- to mid-sized financial services firm based in Eden Prairie, Minnesota. It focuses on the design and administration of qualified retirement plans for small to medium-sized employers, prioritizing defined benefit offerings such as cash balance plans while also servicing defined contribution plans like 401(k) and Profit Sharing Plans. Its client base comprises employers seeking professional management of retirement programs for their workforce. In the financial services landscape, the firm concentrates on plan design and administration within both defined benefit and defined contribution spaces.

Section iconCompany Overview

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

Section iconFunding & Financials

  • $25M - $50M

    Cash Balance Actuaries, LLC's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Cash Balance Actuaries, LLC's revenue is estimated to be in the range of $25M - $50M

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