What departments does Plan Design Consultants, Inc. have?

Plan Design Consultants, Inc. has employees across 5 departments including Sales, Operations, Customer Success, Consultant, Accounting.

What is the largest department at Plan Design Consultants, Inc.?

The largest department at Plan Design Consultants, Inc. is Sales with 1 employees.

Where are Plan Design Consultants, Inc. employees located globally?

Plan Design Consultants, Inc. has employees across 3 continents and 3 countries including Zimbabwe, Pakistan, United States Of America.

How has Plan Design Consultants, Inc.'s team size changed over time?

Plan Design Consultants, Inc.'s team has decreased from approximately 21 to 20 employees based on available data.

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Plan Design Consultants, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Plan Design Consultants, Inc. is a financial services firm that concentrates on retirement plan solutions for employers. Founded in 1975, the company designs, implements, and maintains the annual administration of qualified retirement plans, including 401(k) and 403(b) options, profit-sharing plans, and defined contribution and defined benefit combinations. Its client base comprises employers and financial advisor partners seeking comprehensive retirement plan design, installation, and ongoing administration. Based in Carlsbad, California, the firm operates with a small to midsize team and emphasizes delivering quality work backed by experienced consulting.

Plan Design Consultants, Inc. Global Highlights

North America
34

United States Of America
34

Africa
1

Zimbabwe
1

Asia
1

Pakistan
1

Plan Design Consultants, Inc.'s Leadership

I. P.
Vp Of Operations
Mobile Phone
Email
C. J.
Partner & Director Of Retirement Plan Sales
Mobile Phone
Email
P. C.
Owner
Mobile Phone
Email
T. C.
Owner
Mobile Phone
Email
D. S.
Vice President
Mobile Phone
Email
H. V.
Vice-President
Mobile Phone
Email
T. S.
Client Account Manager
Mobile Phone
Email
N. C.
Principal Consultant
Mobile Phone
Email

Plan Design Consultants, Inc. Employee Metrics

100%

50%

2026

2025

Legal
Accounting
Banking
Sales
Arts & Design
Other
Consultant

Contact profiles from Plan Design Consultants, Inc.

Name

Title

Contact Info

Location

Last Update

D. H.
Board Member
Mobile Phone
Email
Oct 18, 2024
D. C.
Insurance Broker
Mobile Phone
Email
Oct 21, 2024
L. H.
Compliance Assistant
Mobile Phone
Email
United StatesTennessee
Oct 26, 2025

Frequently Asked Questions

What is Plan Design Consultants, Inc. known for?

Plan Design Consultants, Inc. was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 3451 Viaduct Montebello Suite 192-108 Carlsbad, California 92009 United States; you can contact the main corporate office by phone at

+1-650-341-****

. Explore Plan Design Consultants, Inc.'s company overview page for more information.

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

Plan Design Consultants, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plan Design Consultants, Inc. email formats with LeadIQ.

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

Plan Design Consultants, Inc. has approximately 26 employees as of May 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Plan Design Consultants, Inc.'s key employees and leadership?

As of May 2026, Plan Design Consultants, Inc.'s key employees include:

Vp Of Operations: I. P.
Partner & Director Of Retirement Plan Sales: C. J.
Owner: P. C.
Owner: T. C.
Vice President: D. S.

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Plan Design Consultants, Inc. Employee Directory

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