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PenServ Plan Services Logo
PenServ Plan Services CB Rank
1001790
Heat Score
51
PenServ Plan Services is a financial company offering recordkeeping and administrative services for qualified retirement plans.
Founded
obfuscation
Private West Columbia, South Carolina, United States101-250 penserv.com
Consulting
Financial Services
Information Technology
Overview

PenServ Plan Services
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About PenServ Plan Services

CB Rank
1001790
PenServ Plan Services is a financial company offering recordkeeping and administrative services for qualified retirement plans.
Founded
obfuscation
Private West Columbia, South Carolina, United States101-250 penserv.com
Consulting
Financial Services
Information Technology

Details

Operating Status Active
Company Type For Profit
Phone Number (800) 849-4001
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Third-Party Administrative (TPA) and Recordkeeping Services
Provides administrative and recordkeeping support for qualified retirement plans, ensuring compliance with federal regulations.
Compliance Testing and Auditing Services
Conducts compliance testing and auditing to ensure retirement plans meet federal regulations and reduce employer administrative burden.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Contacts 49
News
Technology
View Tech Report

Monthly Web Visits

7,686
-33.95%
 in past month

IT Spend

$1.6MThis year, PenServ Plan Services is projected to spend $1.6M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Face-to-face Interaction Logo
Face-to-face Interaction
100
Face-to-Face Conversation Logo
Face-to-Face Conversation
100
IP Docketing Logo
IP Docketing
97

Active Website Tech Count

45PenServ Plan Services is actively using 45 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is PenServ Plan Services's headquarters? PenServ Plan Services is located in West Columbia, South Carolina, United States.Who are PenServ Plan Services's competitors? Alternatives and possible competitors to PenServ Plan Services may include Nuveen, ADP, and  Fidelity Investments.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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