Insights

Scale readiness Mid-market to small- to mid-sized retirement plan clients seeking efficient third-party administration could benefit from Maxus Plan Solutions' focus on smarter service models and high standards for quality and efficiency.

Industry expertise Strong retirement plan domain knowledge combined with corporate management experience positions Maxus as a trusted partner for plan design optimization, potentially appealing to organizations facing complex compliance and governance needs.

Technology leverage Existing tech stack including cloud hosting, CMS, data tracking, and analytics suggests opportunities to upsell services around secure portal access, reporting automation, and enhanced participant communication using familiar tools.

Growth signals Revenue in the range of tens of millions indicates capacity for additional new client engagements, cross-sell within existing clients, and expansion into adjacent retirement services or advisory offerings.

Market positioning Comparative landscape shows a focus on mid-to-large competitors; position Maxus as a nimble, client-centric administrator with potential to win clients seeking personalized service and innovative administration at a competitive cost.

Similar companies to Maxus Plan Solutions

Maxus Plan Solutions Tech Stack

Maxus Plan Solutions uses 8 technology products and services including Cloudflare, WordPress, Slider Revolution, and more. Explore Maxus Plan Solutions's tech stack below.

  • Cloudflare
    Content Management System
  • Content Management System
  • Slider Revolution
    Miscellaneous
  • Platform As A Service
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Maxus Plan Solutions's Email Address Formats

Maxus Plan Solutions uses at least 2 email formats:
Maxus Plan Solutions Email FormatsExamplePercentage
FLast@maxusplans.comJDoe@maxusplans.com
91%
First@maxusplans.comJohn@maxusplans.com
9%

Frequently Asked Questions

What is Maxus Plan Solutions's phone number?

Minus sign iconPlus sign icon
You can contact Maxus Plan Solutions'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 Maxus Plan Solutions's official website and social media links?

Minus sign iconPlus sign icon
Maxus Plan Solutions's official website is maxusplans.com and has social profiles on LinkedIn.

How much revenue does Maxus Plan Solutions generate?

Minus sign iconPlus sign icon
As of November 2026, Maxus Plan Solutions's annual revenue is estimated to be $50M - $100M.

What is Maxus Plan Solutions's SIC code and NAICS code?

Minus sign iconPlus sign icon
Maxus Plan Solutions's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Maxus Plan Solutions have currently?

Minus sign iconPlus sign icon
As of November 2026, Maxus Plan Solutions has approximately 36 employees across 3 continents, including North America, Europe and South America. Key team members include Manager Of Actuarial Services: S. L., Senior Customer Service Manager: C. M. and Principal: M. A. Explore Maxus Plan Solutions's employee directory with LeadIQ.

What industry does Maxus Plan Solutions belong to?

Minus sign iconPlus sign icon
Maxus Plan Solutions operates in the Financial Services industry.

What technology does Maxus Plan Solutions use?

Minus sign iconPlus sign icon
Maxus Plan Solutions's tech stack includes Cloudflare, WordPress, Slider Revolution, WP Engine, PHP, reCAPTCHA, Google Tag Manager and Google Analytics.

What is Maxus Plan Solutions's email format?

Minus sign iconPlus sign icon
Maxus Plan Solutions's email format typically follows the pattern of FLast@maxusplans.com. Find more Maxus Plan Solutions email formats with LeadIQ.

When was Maxus Plan Solutions founded?

Minus sign iconPlus sign icon
Maxus Plan Solutions was founded in 2013.
Maxus Plan Solutions logo

Maxus Plan Solutions

Financial ServicesNorth Carolina, United States11-50 Employees

Maxus Plan Solutions is a Charlotte-based financial services firm that serves as a third-party administrator for qualified retirement plans. The company emphasizes delivering high-quality, efficient service through a smarter service model in its relationships with clients and trusted financial partners. It combines decades of experience in the retirement plan field and corporate management with fresh ideas for innovating in plan design and administrative processes.

It serves businesses that require administration of qualified retirement plans and seeks dependable relationships with financial partners. Within the financial services industry, it specializes in retirement plan administration and design, aiming to improve efficiency and quality in service delivery. Based in Charlotte, North Carolina, the firm is positioned as a mid-sized organization leveraging extensive experience in the retirement plan field and corporate management.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Maxus Plan Solutions's revenue is estimated to be in the range of $50M - $100M

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.