ePlan Services is a leading provider of record-keeping and administration services to the U.S. defined contribution marketplace. By providing retirement plan solutions that have been specifically designed to serve the unique needs of small business, ePlan Services has been recognized as one of the most innovative retirement plan service providers in the country. ePlan Services open architecture, streamlined, and fee transparent 401(K) solutions provide an edge to retirement advisors and financial institutions in the competitive 401(k) marketplace.
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ePlan Services, Inc. Questions
The ePlan Services, Inc. annual revenue was $5.6 million in 2026.
27 people are employed at ePlan Services, Inc..
ePlan Services, Inc. is based in Denver, Colorado.
The NAICS codes for ePlan Services, Inc. are [5251, 525110, 525, 52511, 52].
The SIC codes for ePlan Services, Inc. are [637, 63].
Top ePlan Services, Inc. Employees
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Ron Thompson
Agile Product Owner at ePlan Services, Inc.
Castle Rock, CO, US24 -
Lisa Owens
Office Manager at ePlan Services, Inc.
Denver, CO, US52 -
12
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Clark Seccombe
Director 401(k) Sales at ePlan Services, Inc.
Denver, CO, US24 -
Tara Montoya
Office Manager at ePlan Services, Inc.
Englewood, CO, US15 -
23
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21
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Anne Olguin
Operations Manager at ePlan Services, Inc.
Aurora, CO, US23 -
34
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