Boutique Retirement Independent employee benefits firm with 2-10 employees and specialized in retirement plan administration, design, and consulting, indicating potential for highly personalized solutions and high-touch sales conversations with mid-market plan sponsors.

Plan Administration Offers daily valuation and multi-period processing and reporting for 401(k) and profit sharing plans, suggesting opportunities to upsell integrated technology like participant access portals and reporting enhancements to current or prospective clients.

Regional Focus Locations in Augusta, GA and Columbia, SC imply a regional market strategy; sales efforts can target nearby mid-market employers seeking local, compliant, cost-conscious retirement plan administration.

Tech Stack Utilizes cloud and web-based tools (AWS, WordPress, Google Analytics, FullStory) for experience and analytics; potential to position modernization, data insights, and user experience improvements as differentiators in conversations with sponsors and participants.

Growth Readiness Revenue in the sub-$10M range with a lean team; typical target customers may include smaller but growing plans that could scale with Enhanced onboarding, compliance support, and strategic design services as they mature.