Northwest Plan Services - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Northwest Plan Services M&A Summary

Northwest Plan Services has acquired 3 companies of its own, including 1 in the last 5 years.

Northwest Plan Services has acquired in 3 different US states. The Company’s most targeted sectors include business services (100%).

Northwest Plan Services Ownership

Who owns Northwest Plan Services?

Northwest Plan Services is owned by Raymond James Financial. It was acquired on December 10, 2020.

Was Northwest Plan Services formerly PE-backed?

Yes. Northwest Plan Services was formerly owned by 3 private investors.

Northwest Plan Services Business Overview

Where is Northwest Plan Services headquartered?

Northwest Plan Services is headquartered in Seattle, Washington.

What sector is Northwest Plan Services in?

Northwest Plan Services is a business services company.

When was Northwest Plan Services founded?

Northwest Plan Services was founded in 1994.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1

Northwest Plan Services, Inc.

4025 Delridge Way SW, Suite 250,
Seattle, Washington 98106
United States,
(206) 933-1500
www.nwp401k.com

Northwest Plan Services, Inc. is an independent recordkeeper and administrator of retirement plans. The Company provides a comprehensive suite of services for 401(k), profit sharing, defined contribution plans, defined benefit pension plans, and other plan types. In addition to recordkeeping, administration, compliance and participant services, the Company provides consulting, employee communication and actuarial services to a client base ranging from small to medium-sized companies having 50 to 500 employees to large, S&P 500 clients with tens of thousands of employees. Northwest Plan Services was formed in 1994 and is based in Seattle, Washington.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 2 1 - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Venuti & Associates 2020-04-20 - Add-on Acquisition
Los Altos, California · www.venutiassociates.com
Trautmann, Maher and Associates 2016-08-09 - Add-on Acquisition
Mill Creek, Washington · www.trautmannmaher.com
CDM Retirement Consultants, Inc. 2015-02-03 - Add-on Acquisition
Towson, Maryland · www.cdmretirement.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Washington 1 - - -
  Maryland 1 - - -
  California 1 - - -
Total 3 - - -

Company Summary

SECTOR

Business Services

Established

1994

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