Northwest Plan Services Overview

Business ServicesCompany

Was Northwest Plan Services formerly PE-backed?

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

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.

Acquired by Raymond James Financial, Inc. (Company) on 2020-12-10

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		≤ '20	'21	'22	'23	'24	'25	T
Buy (0.0/yr)	#	3	-	-	-	-	-	3
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								3

Company Summary

SECTOR

Business Services

Established

1994

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