Summary
Plan Design Consultants , Inc.
Founded in 1975
Description
Plan Design Consultants, Inc. helping Financial Advisors and their employer clients implement and maintain successful retirement plans.
Strengths
- Plan Design Consultants , Inc. has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
- Since Plan Design Consultants , Inc. was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Plan Design Consultants , Inc.'s annual revenue
$4404000
Based on Kona Equity data
-
Revenue per employee
$259059
-
Variance of revenue growth
3.59
-
Annual revenue growth since founding
$99787
-
Revenue growth rate from first known quarter to current
200.6%
Employee Count
17 employees
-
Employee growth rate from first known quarter to current
-26.7%
Executives
Justin Macneil
Retirement Plan Consultant
j**@plandesign.comAraceli Lopez-Porras
Account Manager, Client Support
a**@plandesign.comErik Taubman
Distribution Specialist
e**@plandesign.comTeresita Stachelek
Account Manager, Client
t**@plandesign.comTariq Jones
Retirement Plan Consultant
t**@plandesign.comChad Johansen
Partner and Director of Consulting
c**@plandesign.comVidita Patel
Controller
v**@plandesign.comJudith Mccartney
Compliance Specialist
j**@plandesign.comMohini Joshi
Assistant Administrator
m**@plandesign.comPhone Consultants
Chief Executive Officer & President
p**@plandesign.comIsela Perez
Retirement and Plan Consultant, Client Services
i**@plandesign.comRyan Poffenbarger
Data Collection
r**@plandesign.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
Location
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Key Information
- Name: Plan Design Consultants , Inc.
- Category: Financial services
- Industry: Financial Consultant
- SIC: 73; 738
- NAICS: 561499; 5419
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Firmographic data G Score of 3 Founded in 1975 SIC: 73 SIC: 738 NAICS: 561499 NAICS: 5419 #Insurance
Frequently Asked Questions
Plan Design Consultants , Inc.'s headquarters are located at 1810 GATEWAY Dr., Ste. 300 San Mateo, CA 94404.
Plan Design Consultants , Inc.'s official website is plandesign.com
Plan Design Consultants , Inc.'s annual revenue is $4.4 M.
Plan Design Consultants , Inc.'s SIC: 73; 738
Plan Design Consultants , Inc.'s NAICS: 561499; 5419.
Plan Design Consultants , Inc. has 17 employees
Plan Design Consultants , Inc. is in the industry of Financial services.
