Insights

Fiduciary Expertise Independent retirement plan consulting and fiduciary advisory services for corporate, non-profit, and governmental sponsors, with experience serving over 160 plans and managing more than $12 billion in assets.

Growth Target Revenue in the 1M-10M range and a lean team (11-50 employees) present an opportunity to expand middle-market retirement plan services and scalable fiduciary solutions.

Tech Enablement Utilizes modern tools (DocuSign, WordPress, Google Tag Manager, reCAPTCHA, Yoast SEO) to streamline onboarding, digital engagement, and regulatory compliance—sources of efficiency gains for sales onboarding.

Market Position Competes in a space with large incumbents (Charles Schwab, Fidelity, Vanguard, T. Rowe Price) but differentiates through independent fiduciary guidance and client-specific retirement plan consulting.

Expansion Opportunities Potential to cross-sell advisory and investment services to existing plan sponsors across corporate, not-for-profit, and governmental sectors; focus on plans seeking enhanced fiduciary governance and cost optimization.

Similar companies to Centurion Group Retirement Plans

Centurion Group Retirement Plans Tech Stack

Centurion Group Retirement Plans uses 8 technology products and services including WordPress, Twemoji, jQuery, and more. Explore Centurion Group Retirement Plans's tech stack below.

  • Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Miscellaneous
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

Centurion Group Retirement Plans's Email Address Formats

Centurion Group Retirement Plans uses at least 2 email formats:
Centurion Group Retirement Plans Email FormatsExamplePercentage
FLast@centuriongroupllc.comJDoe@centuriongroupllc.com
70%
FirstL@centuriongroupllc.comJohnD@centuriongroupllc.com
30%

Frequently Asked Questions

What is Centurion Group Retirement Plans's phone number?

Minus sign iconPlus sign icon
You can contact Centurion Group Retirement Plans'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 Centurion Group Retirement Plans's official website and social media links?

Minus sign iconPlus sign icon
Centurion Group Retirement Plans's official website is centuriongroupllc.com and has social profiles on LinkedIn.

How much revenue does Centurion Group Retirement Plans generate?

Minus sign iconPlus sign icon
As of July 2026, Centurion Group Retirement Plans's annual revenue is estimated to be $1M - $10M.

What is Centurion Group Retirement Plans's NAICS code?

Minus sign iconPlus sign icon
Centurion Group Retirement Plans's NAICS code is 52 - Finance and Insurance.

How many employees does Centurion Group Retirement Plans have currently?

Minus sign iconPlus sign icon
As of July 2026, Centurion Group Retirement Plans has approximately 11 employees across 1 continents, including North America. Key team members include Senior Vice President Executive Benefits: P. S. and Branch Manager: D. T. Explore Centurion Group Retirement Plans's employee directory with LeadIQ.

What industry does Centurion Group Retirement Plans belong to?

Minus sign iconPlus sign icon
Centurion Group Retirement Plans operates in the Financial Services industry.

What technology does Centurion Group Retirement Plans use?

Minus sign iconPlus sign icon
Centurion Group Retirement Plans's tech stack includes WordPress, Twemoji, jQuery, DocuSign, PHP, Yoast SEO, reCAPTCHA and Google Tag Manager.

What is Centurion Group Retirement Plans's email format?

Minus sign iconPlus sign icon
Centurion Group Retirement Plans's email format typically follows the pattern of FLast@centuriongroupllc.com. Find more Centurion Group Retirement Plans email formats with LeadIQ.
Centurion Group Retirement Plans logo

Centurion Group Retirement Plans

Financial ServicesPennsylvania, United States11-50 Employees

Centurion Group Retirement Plans is an independent retirement plan consulting and investment advisory firm that provides fiduciary advisory services to retirement plans sponsored by corporate, not-for-profit, and governmental entities. Based in the Philadelphia metropolitan area, the firm has been operating since 2006 and serves a broad range of plan sponsors, helping them navigate fiduciary responsibilities and plan design considerations. The organization emphasizes its role in guiding retirement plan governance and investment oversight for clients with complex fiduciary needs, supporting plans that hold substantial assets across sectors.

Serving a diverse client base, Centurion Group focuses on addressing the fiduciary and advisory challenges faced by retirement plan sponsors. Its work resides within the financial services industry, specifically in retirement plan consulting and investment advisory services, where it positions itself as an independent, fiduciary-minded partner. The firm operates from Plymouth Meeting, Pennsylvania, and maintains a client roster that includes entities across corporate, not-for-profit, and governmental categories, reflecting its multi-sector expertise in retirement plan stewardship.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Centurion Group Retirement Plans's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.