Acquisition note Hub International acquired Plan Sponsor Consultants in 2021, indicating potential access to a larger distribution network and cross-sell opportunities within a broader client base.

Firm focus Specializes in retirement plan consulting for employers with emphasis on fiduciary risk reduction and IRS/DoL compliance, suggesting opportunities to upsell enhanced governance, compliance, and financial wellness solutions.

Financial health Revenue range of 1M to 10M and a small team size imply agility but limited internal capacity, presenting a need for scalable outsourcing services and technology-assisted offerings.

Technology stack Utilizes common web and form/interaction tools (Gravity Forms, Constant Contact, Apache, etc.), indicating receptiveness to modern, lightweight tech integrations for client onboarding, engagement, and reporting.

Market positioning Competes with large national firms by offering targeted retirement plan services; this presents a selling point for partnerships around mid-market plans, fiduciary support, and employee financial wellness programs.