Insights

Growing Client Base Qualified Plan Advisors has demonstrated notable expansion through recent acquisitions and partnerships, such as the acquisition of First National Bank of Oklahoma’s retirement business and a strategic partnership with Securian Financial Group, indicating active growth opportunities in the retirement plan advisory market.

Strong Revenue Position With an estimated revenue between 25 million and 50 million, the company shows solid financial stability and profitability, making it an attractive target for premium service and technology solution providers aiming to support high-growth firms in the financial services sector.

Technology Utilization Utilizing advanced cloud-based tools such as Cloudflare, Google Workspace, and modern site management technologies, the company invests in digital infrastructure, presenting opportunities for sales of cybersecurity, cloud services, or client engagement platforms.

Focus on Fiduciary Services Offering comprehensive ERISA 3(38) and 3(21) fiduciary services, along with participant education and plan design review, positions the firm as a provider of premium, compliance-focused retirement solutions, creating opportunities for advisors and compliance technology solutions seeking to partner or add value.

Market Potential Operating in a competitive landscape with major players like MassMutual and Fidelity, and serving mid-sized teams (51-200 employees), Qualified Plan Advisors presents potential for sales of specialized retirement plan products, risk management tools, and scalable advisory solutions tailored for similar mid-market clients.

Qualified Plan Advisors Tech Stack

Qualified Plan Advisors uses 8 technology products and services including Cloudflare CDN, Cloudflare, oEmbed, and more. Explore Qualified Plan Advisors's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • oEmbed
    Dev Tools
  • Google Workspace
    Email
  • Font Awesome
    Font Scripts
  • Select2
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management

Qualified Plan Advisors's Email Address Formats

Qualified Plan Advisors uses at least 1 format(s):
Qualified Plan Advisors Email FormatsExamplePercentage
FLast@qualifiedplanadvisors.comJDoe@qualifiedplanadvisors.com
47%
Last@qualifiedplanadvisors.comDoe@qualifiedplanadvisors.com
3%
FLast@qualifiedplanadvisors.comJDoe@qualifiedplanadvisors.com
47%
Last@qualifiedplanadvisors.comDoe@qualifiedplanadvisors.com
3%

Frequently Asked Questions

Where is Qualified Plan Advisors's headquarters located?

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Qualified Plan Advisors's main headquarters is located at 6201 College Boulevard, #700 7th Floor. The company has employees across 1 continents, including North America.

What is Qualified Plan Advisors's official website and social media links?

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Qualified Plan Advisors's official website is qualifiedplanadvisors.com and has social profiles on LinkedIn.

What is Qualified Plan Advisors's SIC code NAICS code?

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Qualified Plan Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Qualified Plan Advisors have currently?

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As of December 2025, Qualified Plan Advisors has approximately 51 employees across 1 continents, including North America. Key team members include Vice President - Retirement Practice: R. E.Director Of Retirement Plan Experience: H. P.Director Of Managed Account Services: K. T.. Explore Qualified Plan Advisors's employee directory with LeadIQ.

What industry does Qualified Plan Advisors belong to?

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Qualified Plan Advisors operates in the Financial Services industry.

What technology does Qualified Plan Advisors use?

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Qualified Plan Advisors's tech stack includes Cloudflare CDNCloudflareoEmbedGoogle WorkspaceFont AwesomeSelect2ModernizrGoogle Tag Manager.

What is Qualified Plan Advisors's email format?

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Qualified Plan Advisors's email format typically follows the pattern of FLast@qualifiedplanadvisors.com. Find more Qualified Plan Advisors email formats with LeadIQ.

Qualified Plan Advisors

Financial ServicesKansas, United States51-200 Employees

Prime Capital Retirement utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. 

Prime Capital Retirement focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services.

The goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core.

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., Suite #150, Overland Park, KS 66211

Section iconCompany Overview

Headquarters
6201 College Boulevard, #700 7th Floor
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Qualified Plan Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Qualified Plan Advisors's revenue is estimated to be in the range of $25M$50M

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