ePlan Services, Inc.

ePlan Services, Inc.

Financial Services 4300 Kittredge Street 39 employees
Employees
39
Contacts
2
Emails
2
Phones
1

ePlan Services, Inc. Overview

Headquarters
4300 Kittredge Street
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
39
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About ePlan Services, Inc.

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.

ePlan Services, Inc. Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

ePlan Services, Inc. Org Chart

Sample employees and titles
Name Title Contact
Ron Thompson Product Owner at Eplan Services, Inc.
Email Phone
Brien Delgado
Email
Lori Thayer Tester of Software and Life, Constantly Adjusting and Improving
View
Anne Olguin Manager at Eplan Services, Inc.
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Employees by Management Level

Individual contributor 14 profiles
Manager 5 profiles
Senior / Lead 4 profiles
Associate / junior 3 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 8 8 2
General 7 7 2
IT 2 2 1
Operations 2 2 1
Executive 1 1 1
Marketing 1 1 0

ePlan Services, Inc. Tech Stack

Engineering 2 profiles
Cloud / infrastructure 1 profile

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