Insights

Acquisition Opportunity Qualified Plans, LLC was acquired by Ascensus in 2018, suggesting a potential sales window for Ascensus-related or post-acquisition integration services, cross-sell of plan administration enhancements, or legacy client migration solutions.

Retirement Admin Expertise With over 30 years in retirement plan administration and relationship managers averaging 15+ years of industry experience, there is a strong value proposition for consultants offering advanced fiduciary outsourcing, 3(16) services, and premium concierge support to mid-market employers.

Personalized Service A client-centric model featuring single point of contact and proactive consultation signals readiness to adopt complementary CRM, compliance, or governance tools that enhance service delivery, scalability, and regulatory adherence for growing plans.

Mid-Market Focus Revenue in the $10M–$25M range and a workforce of 11–50 indicate a mid-market target with expansion opportunities in additional administrative solutions, analytics-driven plan optimization, and expanded fiduciary services for larger or multi-employer plans.

Digital & Outreach Active online presence and standard tech stack (WordPress, analytics, social channels) open doors for partnerships in digital onboarding, client portals, secure communications, and marketing automation to improve client acquisition and retention.

Similar companies to Qualified Plans, LLC

Qualified Plans, LLC Tech Stack

Qualified Plans, LLC uses 8 technology products and services including WordPress, Mimecast, Font Awesome, and more. Explore Qualified Plans, LLC's tech stack below.

  • Content Management System
  • Email Security
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Facebook
    Widgets
  • Twitter
    Widgets

Qualified Plans, LLC's Email Address Formats

Qualified Plans, LLC uses at least 1 email format:
Qualified Plans, LLC Email FormatsExamplePercentage
FLast@qplans.comJDoe@qplans.com
100%

Frequently Asked Questions

What is Qualified Plans, LLC's phone number?

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You can contact Qualified Plans, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Qualified Plans, LLC's official website and social media links?

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Qualified Plans, LLC's official website is qplans.com and has social profiles on LinkedIn.

How much revenue does Qualified Plans, LLC generate?

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As of July 2026, Qualified Plans, LLC's annual revenue is estimated to be $10M - $25M.

What is Qualified Plans, LLC's SIC code and NAICS code?

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Qualified Plans, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Qualified Plans, LLC have currently?

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As of July 2026, Qualified Plans, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Consultant: K. J. Explore Qualified Plans, LLC's employee directory with LeadIQ.

What industry does Qualified Plans, LLC belong to?

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Qualified Plans, LLC operates in the Financial Services industry.

What technology does Qualified Plans, LLC use?

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Qualified Plans, LLC's tech stack includes WordPress, Mimecast, Font Awesome, Twemoji, PHP, Google Analytics, Facebook and Twitter.

What is Qualified Plans, LLC's email format?

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Qualified Plans, LLC's email format typically follows the pattern of FLast@qplans.com. Find more Qualified Plans, LLC email formats with LeadIQ.
Qualified Plans, LLC logo

Qualified Plans, LLC

Financial ServicesGeorgia, United States11-50 Employees

Qualified Plans, LLC operates in the financial services sector, focusing on retirement plan administration and operation. The company emphasizes a concierge-style service model, where relationship managers serve as the single point of contact for all aspects of plan operation and administration and collaborate with clients’ trusted investment advisors to ensure the plan runs effectively for each client. With more than three decades of experience, Qualified Plans positions itself as a partner that offers proactive consultation and dependable guidance, including the option to act as an administrative 3(16) fiduciary to assume responsibility and liability for plan maintenance. The firm is based in Savannah, Georgia, and serves clients through a personalized, national presence, underscoring its emphasis on responsive service and experienced personnel. Founded on a long-standing history in retirement plan administration, Qualified Plans highlights its seasoned staff, many of whom have spent extensive periods with the firm. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
Website
qplans.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Qualified Plans, LLC's revenue is estimated to be in the range of $10M - $25M

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