Insights

Acquisition Opportunity Historical news shows a significant corporate change as Ascensus acquired Qualified Plans in 2018, indicating potential integration or transition services and opportunities to engage former clients or related firms in the retirement plan administration space.

Outsourcing Demand Qualified Plans emphasizes offering administrative 3(16) fiduciary services, signaling clients with high liability and outsourcing needs. This creates upsell potential for expanded fiduciary services, risk management, and full-service administration to similar mid-market employers.

Personalized Service With a concierge-style model and relationship managers averaging over 15 years of industry experience, there is potential to target prospects prioritizing high-touch customer service, trust, and continuity in plan administration.

Middle Market Target Revenue range and team size place Qualified Plans in the mid-market segment; sales opportunities may focus on mid-size employers seeking outsourced retirement plan administration, fiduciary support, and scalable compliance solutions.

Tech and Modernization Current tech stack includes WordPress and common web tools; opportunities exist to position modernized, secure plan administration technology, integrations with investment advisors, and improved digital client experiences to attract tech-focused buyers.

Qualified Plans, LLC Tech Stack

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

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • prettyPhoto
    Web Tools And Plugins
  • AddThis
    Widgets
  • Facebook
    Widgets

Qualified Plans, LLC's Email Address Formats

Qualified Plans, LLC uses at least 1 format(s):
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 NAICS code?

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Qualified Plans, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies 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 WordPressFont AwesomeTwemojijQueryPHPprettyPhotoAddThisFacebook.

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

Section iconFunding & Financials

  • $10M - $25M

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

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