United Retirement Plan Consultants - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

United Retirement Plan Consultants M&A Summary

United Retirement Plan Consultants has acquired 1 company of its own.

United Retirement Plan Consultants has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

United Retirement Plan Consultants Ownership

Who owns United Retirement Plan Consultants?

United Retirement Plan Consultants is owned by Ascensus. It was acquired on June 3, 2019.

Was United Retirement Plan Consultants formerly PE-backed?

Yes. United Retirement Plan Consultants was formerly owned by 1 private investor.

United Retirement Plan Consultants Business Overview

Where is United Retirement Plan Consultants headquartered?

United Retirement Plan Consultants is headquartered in Dublin, Ohio.

How many employees does United Retirement Plan Consultants have?

United Retirement Plan Consultants has 330 employees.

What sector is United Retirement Plan Consultants in?

United Retirement Plan Consultants is a business services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

United Retirement Plan Consultants, Inc.

485 Metro Place South, Suite 275,
Dublin, Ohio 43017
United States,
(614) 923-8822
www.unitedretirement.com

United Retirement Plan Consultants, Inc. engages in retirement plan design, consulting, and administration services. The firm delivers tax‐efficient retirement plans—including 401(k), traditionally defined benefit, cash balance, and employee stock ownership plans—and serves thousands of clients from sales and service centers in office locations throughout the country.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Haddon Strategic Alliance, Inc. 2005-08-02 - Add-on Acquisition
Haddonfield, New Jersey
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  New Jersey 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Revenue

48   2014
(millions of USD)

Employees

330

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