ExpertPlan

Trinidad & Tobago
New Jersey, Saint Patrick, Trinidad and Tobago, 08520

Company profile

ExpertPlan company profile

ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. The firm also offers a full range of consulting services including cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans. Now a part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner for retirement plan solutions and services.

Business identity

Contact email
[email protected]
Phone number
(609) 918-2500
Operating status
Closed
Company type
For Profit
Employee range
51-100 employees
Revenue range
$0-$1M
Founded
1999-01-01, Year

Headquarters

Postal code
08520
Country code
TT
Continent
North America

Capital profile

Funding and company signals

Funding stage
M And A
Funding rounds
5
Total equity funding
$18.3M
Last funding
Series C / $8.3M / 2004-09-03
Last equity funding
Series C / $8.3M
Investors
8
Lead investors
5
Founders
1
Articles
2
Closed on
2013-01-16
Exited on
2012-11-20

Founders and investors

Founders

Winthrop Cody

Lead investors

BaseCamp VenturesBridge PartnersLiberty Venture PartnersPaddington Venture CapitalThe Argentum Group

Investors

BaseCamp VenturesGamma InvestorsMeridian Venture PartnersSeaCap VenturesThe Argentum Group