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Insights

Strong Market Presence Plan Design Consultants, Inc. operates in the highly competitive financial services industry with a focus on retirement plan services, suggesting opportunities to offer complementary fiduciary, compliance, or administrative solutions to enhance their existing offerings.

Mid-sized Growth With an employee base of 11-50 and annual revenues between 10 to 25 million dollars, the company is positioned for strategic expansion and may be receptive to scalable technology, consulting, or outsourcing services to support growth.

Customer-Centric Approach Their tagline and company culture emphasize quality, friendliness, and innovation, indicating a potential interest in customer engagement platforms, client management tools, or service enhancement technologies.

Technology Stack Utilization The use of cloud-based technology such as WordPress, CDN, and PHP shows a digital-forward mindset that could open doors for advanced cybersecurity solutions, cloud integrations, or modern web development services.

Competitive Landscape Given similarities with large firms like Vanguard, Fidelity, and Mercer, there is an opportunity to differentiate through specialized advisory solutions, innovative retirement plan technology, or personalized consulting packages tailored for mid-sized firms.

Plan Design Consultants, Inc. Tech Stack

Plan Design Consultants, Inc. uses 8 technology products and services including Cloudflare CDN, WordPress, Webpack, and more. Explore Plan Design Consultants, Inc.'s tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • WordPress
    Content Management System
  • Webpack
    Development
  • Polyfill
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Elementor Cloud
    Website Builders

Media & News

Plan Design Consultants, Inc.'s Email Address Formats

Plan Design Consultants, Inc. uses at least 1 format(s):
Plan Design Consultants, Inc. Email FormatsExamplePercentage
First.Last@plandesign.comJohn.Doe@plandesign.com
47%
Last@plandesign.comDoe@plandesign.com
4%
FLast@plandesign.comJDoe@plandesign.com
2%
First.Last@plandesign.comJohn.Doe@plandesign.com
47%

Frequently Asked Questions

Where is Plan Design Consultants, Inc.'s headquarters located?

Minus sign iconPlus sign iconPlan Design Consultants, Inc.'s main headquarters is located at 3451 Viaduct Montebello Suite 192-108 Carlsbad, California 92009 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Plan Design Consultants, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Plan Design Consultants, Inc.'s main corporate office by phone at
+1-650-341-****
. 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 Plan Design Consultants, Inc.'s official website and social media links?

Minus sign iconPlus sign iconPlan Design Consultants, Inc.'s official website is plandesign.com and has social profiles on LinkedIn.

What is Plan Design Consultants, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconPlan Design Consultants, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Plan Design Consultants, Inc. have currently?

Minus sign iconPlus sign iconAs of March 2026, Plan Design Consultants, Inc. has approximately 26 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Vp Of Operations: I. P.Partner & Director Of Retirement Plan Sales: C. J.Owner: P. C.. Explore Plan Design Consultants, Inc.'s employee directory with LeadIQ.

What industry does Plan Design Consultants, Inc. belong to?

Minus sign iconPlus sign iconPlan Design Consultants, Inc. operates in the Financial Services industry.

What technology does Plan Design Consultants, Inc. use?

Minus sign iconPlus sign iconPlan Design Consultants, Inc.'s tech stack includes Cloudflare CDNWordPressWebpackPolyfillPriority HintsPHPreCAPTCHAElementor Cloud.

What is Plan Design Consultants, Inc.'s email format?

Minus sign iconPlus sign iconPlan Design Consultants, Inc.'s email format typically follows the pattern of First.Last@plandesign.com. Find more Plan Design Consultants, Inc. email formats with LeadIQ.

When was Plan Design Consultants, Inc. founded?

Minus sign iconPlus sign iconPlan Design Consultants, Inc. was founded in 1975.

Plan Design Consultants, Inc.

Financial ServicesCalifornia, United States11-50 Employees

Plan Design Consultants, Inc. provides the highest quality of retirement plan services. We have been doing so since 1975. We assist employers with the design, installation and annual administration of Qualified Retirement Plans. 401(k), 403(b), Profit Sharing Plans, Defined Contribution/Defined Benefit Combination Plans, Defined Benefit Plans.

We rock the company color of orange. PDC orange represents creativity, change and innovation. 

smart.easy.awesome is the company tagline and is the center of our overall approach to the retirement plan business and client services.

We believe in a Esprit De Corps mentality and our PDCers leverage all the advantages of teamwork.  The PDC Team is working everyday to constantly improve our approach and evolve our solutions.  

We are striving to be recognized as the very best when it comes to the service we provide our clients and Financial Advisor partners. Our pride comes from providing quality work, experienced consulting, ALWAYS wrapped in friendly, happy service model.

Section iconCompany Overview

Headquarters
3451 Viaduct Montebello Suite 192-108 Carlsbad, California 92009 United States
Phone number
+1-650-341-****
Website
plandesign.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1975
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Plan Design Consultants, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Plan Design Consultants, Inc.'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    I. P.
    Vp Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Partner & Director Of Retirement Plan Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Vice President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    H. V.
    Vice-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Client Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. C.
    Principal Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. V.
    Compliance Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G. T.
    Accounts Receivable
    Phone icon
    Mobile Phone

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