Associated Pension Consultants, LLC Asset Profile

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Year established

1974

Location

Chico CA US

Primary Industry

Financial Services

About

Based in California, US, and founded in 1974, Associated Pension Consultants, LLC operates as a third-party administration company that provides professional retirement plan design, installation, administration, and consulting services. In September 2022, Prime Pensions, Inc., a portfolio company of Mill Point Capital, acquired Associated Pension Consultants, LLC. As of September 2022, the company has 3,800 clients nationwide and operates in Sacramento and Chico. The company is led by its president Marc Roberts. Associated Pension Consultants, LLC offers plan document design and support, plan administration, necessary compliance testing, participant statements and notices, Plan design consulting and employee survey, trust fund accounting, signature-ready IRS filings, annual administration, consulting, and other actuarial services to ensure its clients are compliant with the United States Department of Labor, IRS and other regulatory organizations. In addition, the company administer all types of qualified retirement plans from basic to complex plan for company by analyzing goals.

Current Investors

Mill Point Capital, Prime Pensions, Inc.

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services, Investment Banking

Website

www.e-apc.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Associated Pension Consultants, LLC	13 Sep 2022

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