Insights

Niche Retirement Focus Target small to mid-sized U.S. businesses seeking transparent, fee-conscious 401(k) solutions. ePlan Services specializes in open architecture record-keeping and administration, presenting a compelling value proposition for advisors and institutions serving SMEs.

Open Architecture Advantage Leverage the company’s open-architecture approach as a selling point to fiduciaries and financial partners who value flexibility, integration, and choice in retirement plan platforms to differentiate from closed systems.

Growth Readiness With revenue in the tens of millions and an employee base under 100, position ePlan Services to scale via bancassurance, advisory networks, and regional financial institutions seeking a modern, cost-transparent 401(k) provider.

Technology Enablement Highlight the tech stack and digital capabilities (web, analytics, modern UI) as a basis for smoother onboarding, better data insights, and cost efficiencies to win RFPs and policy-grade implementations.

Strategic Partnerships Prioritize partnerships with regional banks, independent advisors, and retirement plan administrators looking to augment offerings with a competitive 401(k) service that aligns with compliance and transparency goals.

Similar companies to ePlan Services, Inc.

ePlan Services, Inc. Tech Stack

ePlan Services, Inc. uses 8 technology products and services including DNN, Webpack, Google Fonts API, and more. Explore ePlan Services, Inc.'s tech stack below.

DNN
Content Management System
Webpack
Development
Google Fonts API
Font Scripts
yepnope.js
Javascript Frameworks
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
jQuery UI
Javascript Libraries
Google Analytics
Web Analytics

ePlan Services, Inc.'s Email Address Formats

ePlan Services, Inc. uses at least 1 format(s):

ePlan Services, Inc. Email Formats	Example	Percentage
First.Last@eplanservices.com	John.Doe@eplanservices.com	91%
FLast@eplanservices.com	JDoe@eplanservices.com	4%
First.MiddleLast@eplanservices.com	John.MichaelDoe@eplanservices.com	3%
FirLast@eplanservices.com	JohDoe@eplanservices.com	2%

Frequently Asked Questions

What is ePlan Services, Inc.'s phone number?

You can contact ePlan Services, Inc.'s main corporate office by phone at

+1-303-830-****

. 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 ePlan Services, Inc.'s official website and social media links?

ePlan Services, Inc.'s official website is eplanservices.com and has social profiles on LinkedIn.

How much revenue does ePlan Services, Inc. generate?

As of July 2026, ePlan Services, Inc.'s annual revenue is estimated to be $25M - $50M.

What is ePlan Services, Inc.'s NAICS code?

ePlan Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does ePlan Services, Inc. have currently?

As of July 2026, ePlan Services, Inc. has approximately 37 employees across 2 continents, including North AmericaEurope. Key team members include Retirement Advisory Channel Manager At Eplan Services: B. R.Sales Operations Manager: B. B.Manager: J. S.. Explore ePlan Services, Inc.'s employee directory with LeadIQ.

What industry does ePlan Services, Inc. belong to?

ePlan Services, Inc. operates in the Financial Services industry.

What technology does ePlan Services, Inc. use?

ePlan Services, Inc.'s tech stack includes DNNWebpackGoogle Fonts APIyepnope.jsModernizrjQueryjQuery UIGoogle Analytics.

What is ePlan Services, Inc.'s email format?

ePlan Services, Inc.'s email format typically follows the pattern of First.Last@eplanservices.com. Find more ePlan Services, Inc. email formats with LeadIQ.

When was ePlan Services, Inc. founded?

ePlan Services, Inc. was founded in 1999.

ePlan Services, Inc.

Q: How many employees does ePlan Services, Inc. have currently?

ePlan Services, Inc. has approximately 37 employees.

Q: What technology does ePlan Services, Inc. use?

ePlan Services, Inc.'s tech stack includes Modernizr, Microsoft ASP.NET, Twitter typeahead.js, yepnope.js, Google Analytics.

Q: What is ePlan Services, Inc.'s NAICS code?

ePlan Services, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

ePlan Services, Inc. operates in the financial services industry as a provider of record-keeping and administration solutions for the U.S. defined contribution market. The company focuses on retirement plans designed to address the needs of small businesses, offering open architecture, streamlined processes, and transparent fees to support retirement advisors and financial institutions in a competitive 401(k) landscape. Based in Denver, Colorado, ePlan Services positions itself to serve financial professionals and organizations seeking specialized support for small-business retirement plans. The firm employs a regional team and emphasizes innovative approaches to retirement plan administration within its market segment.