Insights

Robust niche Target small business retirement plans with open architecture, streamlined, and fee transparent 401(k) solutions to differentiate from larger incumbents and win advisor and institution partnerships.

Mid-market strength Position as a scalable provider with revenue in the mid-market range, appealing to advisory firms and banks seeking cost-effective, compliant record-keeping and administration services for small to medium-sized DC plans.

Growth potential Leverage a 50-employee-to-small-enterprise footprint to expand via regional financial advisors and independent ERISA-focused consultancies looking for modernization and transparency in plan administration.

Tech enablement Highlight modern tech stack and analytics capabilities (Google Analytics, modern JS tools) to show data-driven plan management, reporting, and user experience improvements as a sales differentiator.

Competitive positioning Emphasize faster time-to-implementation, lower costs, and transparent pricing as key competitive advantages against larger providers like Fidelity, ADP, and Paychex in the small business DC space.

Similar companies to ePlan Services, Inc.

T. Rowe Price
8.6K$1B - $10B
Fidelity Investments
85K$10B+
Alight Solutions
11K$1B - $10B
ADP
102K$10B+
Vanguard
28K$10B+
Principal Financial Group
25K$10B+
Mercer
22K$10B+
Ascensus
5.8K$1B - $10B
Paychex
19K$1B - $10B

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
AngularJS
Javascript Frameworks
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
Twitter typeahead.js
Javascript Libraries
Google Analytics
Web Analytics

ePlan Services, Inc.'s Email Address Formats

ePlan Services, Inc. uses at least 4 email formats:

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 August 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 August 2026, ePlan Services, Inc. has approximately 37 employees across 2 continents, including North America and Europe. Key team members include Retirement Advisory Channel Manager At Eplan Services: B. R., Sales Operations Manager: B. B. and 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 DNN, Webpack, Google Fonts API, AngularJS, jQuery, Modernizr, Twitter typeahead.js and Google 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 Google Analytics, AngularJS, Modernizr, yepnope.js, Google Fonts API.

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.