Insights

Growth Through Acquisition The recent acquisition of The Platinum 401k by Daybright Financial indicates a strategic expansion into the retirement plan outsourcing market, creating opportunities to offer integrated solutions and re-engagement with existing clients.

Market Niche Focus Specializing in independent fiduciary outsourcing services positions The Platinum 401k as a cost-effective alternative for mid-sized companies seeking professional retirement plan management, ideal for targeting organizations looking to outsource compliance and fiduciary duties.

Technology Stack Compatibility Utilizing cloud-based and modern web technologies like AWS, Bootstrap, and YouTube suggests openness to innovative digital engagement platforms, offering prospects avenues for digital onboarding and ongoing client education.

Untapped Revenue Potential With a revenue range of zero to one million dollars and a small team, there is significant potential for upselling additional financial planning, investment management, or expanded fiduciary services to current and new clients.

Competitive Landscape Operating alongside large players like Fidelity and T. Rowe Price, The Platinum 401k can leverage its independent and flexible service model to attract organizations seeking personalized, cost-efficient retirement outsourcing solutions.

The Platinum 401k, Inc. Tech Stack

The Platinum 401k, Inc. uses 8 technology products and services including Amazon Web Services, GoDaddy Website Builder, RequireJS, and more. Explore The Platinum 401k, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • GoDaddy Website Builder
    Content Management System
  • RequireJS
    Javascript Frameworks
  • Immutable.js
    Javascript Libraries
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players
  • Apache
    Web Servers

The Platinum 401k, Inc.'s Email Address Formats

The Platinum 401k, Inc. uses at least 1 format(s):
The Platinum 401k, Inc. Email FormatsExamplePercentage
FLast@theplatinum401k.comJDoe@theplatinum401k.com
50%
FLast@theplatinum401k.comJDoe@theplatinum401k.com
50%

Frequently Asked Questions

Where is The Platinum 401k, Inc.'s headquarters located?

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The Platinum 401k, Inc.'s main headquarters is located at 2451 N McMullen Booth Road Clearwater, FL 33759 United States. The company has employees across 1 continents, including North America.

What is The Platinum 401k, Inc.'s phone number?

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You can contact The Platinum 401k, Inc.'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 The Platinum 401k, Inc.'s official website and social media links?

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The Platinum 401k, Inc.'s official website is theplatinum401k.com and has social profiles on LinkedIn.

What is The Platinum 401k, Inc.'s SIC code NAICS code?

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The Platinum 401k, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does The Platinum 401k, Inc. have currently?

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As of October 2025, The Platinum 401k, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include President: R. J.Founder President: T. P.Benefits Consultant: H. B.. Explore The Platinum 401k, Inc.'s employee directory with LeadIQ.

What industry does The Platinum 401k, Inc. belong to?

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The Platinum 401k, Inc. operates in the Financial Services industry.

What technology does The Platinum 401k, Inc. use?

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The Platinum 401k, Inc.'s tech stack includes Amazon Web ServicesGoDaddy Website BuilderRequireJSImmutable.jsHSTSBootstrapYouTubeApache.

What is The Platinum 401k, Inc.'s email format?

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The Platinum 401k, Inc.'s email format typically follows the pattern of FLast@theplatinum401k.com. Find more The Platinum 401k, Inc. email formats with LeadIQ.
The Platinum 401k, Inc.

The Platinum 401k, Inc.

Financial ServicesFlorida, United States11-50 Employees

We provide 401k Outsourcing Solutions for companies seeking professional fiduciary oversight of their retirement plans. We are the industry's most experienced independent team of retirement plan outsourcing experts. As the industry leader in 401k outsourcing, The Platinum 401k program allows employers to outsource many of their traditional duties and responsibilities associated with running a retirement plan for their company. The program offers: - Retirement Plan trustee services - Independent ERISA 3(38) Investment Fund Selection and Oversight - Offloading of all 404(a)(5) notice requirements - 408(b)(2) notice oversight - Elimination of Plan Document Restatement fees - Preparation of annual Form 5500 and all compliance testing services - Low cost index fund solutions We can work with your local adviser to craft a program that is tailored to your company and your participants. As an independent fee-for-service provider, we have the ability to work with several major service providers in the industry. We would welcome the opportunity to show you how our program can provide you and your employees with a cost-effective fiduciary solution to your retirement plan needs. Terrance Power, QPA, ERPA, AIFA, CFP, CRPS The Platinum 401k, Inc. 813.774.3366 tpower@theplatinum401k.com

Section iconCompany Overview

Headquarters
2451 N McMullen Booth Road Clearwater, FL 33759 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M

    The Platinum 401k, Inc.'s revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    The Platinum 401k, Inc.'s revenue is estimated to be in the range of $1M

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