Established Heritage With over 40 years of experience in retirement plan consulting and administration, Hunnex & Shoemaker has built a long-standing reputation for reliability and personalized service, making them a trusted partner for organizations seeking customized retirement solutions.

Mid-Sized Market Focus Serving companies with 11 to 50 employees, Hunnex & Shoemaker primarily targets small to mid-sized businesses, presenting an opportunity to expand their client base within this segment or offer scalable solutions to larger enterprises.

Growth Revenue Generating between $50M and $100M in revenue, the company signifies a healthy financial position, indicating capacity for strategic investments in technology or service enhancements to attract new clients.

Technology Adoption Utilizing diverse digital platforms such as Squarespace, WordPress, and Microsoft 365, Hunnex & Shoemaker shows engagement with modern tools, opening avenues to propose advanced digital solutions or integrations that can streamline client interactions.

Service Differentiator As a family business with a focus on genuine care and tailored retirement plans, there is an opportunity to differentiate offerings through personalized service packages or value-added educational resources to strengthen client relationships and attract prospects.