Primark Benefits

Financial ServicesCalifornia, United States51-200 Employees

Primark Benefits is a mid-sized financial services firm based in San Mateo, California, that provides administration, compliance, and consulting for employee benefit plans. Founded in 1971, the company specializes in retirement programs, notably 401(k), Profit Sharing, and Pension plans. It serves financial advisors and business owners and their clients, handling plan administration from design through regulatory compliance. The firm supports plans ranging from straightforward to highly complex, with attention to cost-efficient design, timely reporting, and accessible participant materials.

Because of its focus on compliance and technical issues, Primark Benefits often takes on plans that require sophisticated allocation and testing procedures. Over time, it has built a reputation for working with complex plans in difficult situations to meet compliance tests.

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