What departments does Tri-State Plan Administration, Inc. have?

Tri-State Plan Administration, Inc. has employees across 1 departments including Administrative.

What is the largest department at Tri-State Plan Administration, Inc.?

The largest department at Tri-State Plan Administration, Inc. is Administrative with 1 employees.

Where are Tri-State Plan Administration, Inc. employees located globally?

Tri-State Plan Administration, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Tri-State Plan Administration, Inc.'s team size changed over time?

Tri-State Plan Administration, Inc.'s team has remained stable from approximately 6 to 6 employees based on available data.

Tri-State Plan Administration, Inc. Employee Directory

AccountingOhio, United States2-10 Employees

Tri-State Plan Administration, Inc. is a Cincinnati-based accounting firm that specializes in retirement plan administration for employers. Founded in 1987, the company designs and administers customized retirement plans for small and mid-sized businesses, recognizing that each organization has unique needs. In 2020, Tri-State Plan Administration joined Latitude Retirement, a national firm that operates with a local-provider approach, expanding access to plan design, administration, consulting, 3(16) fiduciary, and actuarial services. The TPA team remains based in Downtown Cincinnati and continues to support local clients. 

Its offerings target small to medium-sized employers seeking retirement plans aligned with their workforce and lifecycle, with ongoing administration so clients can focus on core operations. Its programs include 401(k) plans (with Safe Harbor and Roth provisions), Defined Benefit plans, and Profit Sharing plans, including cross-testing or age-weighted allocations. As part of Latitude Retirement, the Cincinnati operation gains access to a broader network of offices in Cincinnati, Columbus, Mount Pleasant, Woodland Hills, Phoenix, and Indianapolis, while maintaining local support for clients.

Tri-State Plan Administration, Inc. Global Highlights

North America
8

United States Of America
8

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Tri-State Plan Administration, Inc.'s Leadership

J. L.
Director
Mobile Phone
Email
M. W.
Administrator Assistant
Mobile Phone
Email

Tri-State Plan Administration, Inc. Employee Metrics

100%

50%

0%

2026

2025

Accounting
Business
Administrative
Analytics
Arts & Design
Other

Contact profiles from Tri-State Plan Administration, Inc.

Name

Title

Contact Info

Location

Last Update

J. L.
Director
Mobile Phone
Email
UNITED KINGDOMWrexham
Oct 31, 2023
M. W.
Administrator Assistant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Tri-State Plan Administration, Inc. known for?

Tri-State Plan Administration, Inc. was founded in 1987 operates in the Accounting industry; you can contact the main corporate office by phone at

+1-513-651-****

. Explore Tri-State Plan Administration, Inc.'s company overview page for more information.

What is Tri-State Plan Administration, Inc.'s most common email format?

Tri-State Plan Administration, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tri-State Plan Administration, Inc. email formats with LeadIQ.

How many employees does Tri-State Plan Administration, Inc. have currently?

Tri-State Plan Administration, Inc. has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Tri-State Plan Administration, Inc.'s key employees and leadership?

As of July 2026, Tri-State Plan Administration, Inc.'s key employees include:

Director: J. L.
Administrator Assistant: M. W.

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Tri-State Plan Administration, Inc. Employee Directory

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