PlanForge Consulting
Company intelligence

PlanForge Consulting Company Intelligence, Employees & Contact Signals

Contact coverage
Email + phone
Visible profile or company source data includes email and phone channels. 1 visible profile includes direct contact evidence.
People graph depth
1 signals
1 mapped workforce signals against a 1 employee size estimate.
Account research
5 steps
Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.
Funding signal
2 investors
2 named investors.
Evidence quality 92/100 Priority intelligence record

AeroLeads company intelligence

PlanForge Consulting workforce and contactability signals

Evidence from AeroLeads company records, matched professional profiles, and related company graph.

High confidence
Intelligence completeness
Basic intelligence record
3 of 11 major intelligence groups are available for this company.
Profile graph
Deep profile graph
1 mapped workforce signals against a 1 employee size estimate.
Visible contact sample
1
Displayed people with email or phone data.
Social followers
12
Audience size from company social data.
Funding signal
2 investors
2 named investors.

Data methodology

AeroLeads renders only source-backed fields for this company page.

4 source groups
Company record Matched profile graph Related company graph Company signal fields
Blank source fields are omitted
Related companies are ordered deterministically
Structured data uses aggregate counts only

Intelligence completeness

3 of 11 major intelligence groups are available for this company.

3 / 11 groups
Basic intelligence record 27.3%
Contactability Domain confidence Market and peer context

Evidence quality

This page clears the 60+ AeroLeads company-intelligence evidence threshold.

92 / 100
Priority intelligence record Threshold 60+
Employee email coverage Employee phone coverage Peer graph strength Peer position benchmark Market focus signals Company signal breadth
Contactability
5 signals
Employee email coverage, Employee phone coverage, Contact channel mix
Market and peer context
12 signals
Peer graph strength, Peer position benchmark, Market focus signals
Company momentum
5 signals
Company signal breadth, Company momentum score, Company ownership signal
Source trust
8 signals
Domain confidence, Intelligence completeness, Company description
Workforce graph
1 signal
Profile graph coverage
Decision-maker intelligence
1 signal
Account research checklist
26 additional source-backed evidence signals are counted in this page quality score.

Prospecting readiness

PlanForge Consulting shows research-first prospecting fit based on person-level contact coverage, people graph depth, and peer context.

35 / 100
Research-first prospecting fit Corroborated prospecting evidence

Prospecting evidence combines person-level contact coverage, people graph depth, and peer context; raw contact values are hidden.

ICP fit
Research ICP fit

ICP fit combines company size, market specificity, and contactability; raw contact values are hidden.

43 / 100
Company size
1 employees
Employee estimate is available for ICP filtering.
Market specificity
Focused market profile
6 market classification signals across categories, specialties, and related peer industries.
Reachability
Mapped contact-channel evidence
Visible profile or company source data includes email and phone channels.
Account research checklist
Source-backed account research checklist

Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.

5 steps
Confirm contact coverage
Mapped contact-channel evidence
Visible profile or company source data includes email and phone channels.
Validate ICP fit
Research ICP fit
ICP fit combines company size, market specificity, and contactability; raw contact values are hidden.
Compare related peers
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Check domain trust
Basic domain identity
Domain evidence combines website domain and social profile; raw email addresses are hidden.
Review people graph depth
Deep profile graph
1 mapped workforce signals against a 1 employee size estimate.
Contact coverage
Mapped contact-channel evidence
Visible profile or company source data includes email and phone channels.
People graph depth
Deep profile graph
1 mapped workforce signals against a 1 employee size estimate.
Peer context
Multi-signal peer benchmark evidence
Peer benchmark combines 2 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
Decision-maker evidence missing: No mapped decision-maker cluster is strong enough to summarize.

Domain trust signals

Domain confidence for planforge401k.com is based on website domain and social profile.

35 / 100
Basic domain identity Limited domain evidence

Domain evidence combines website domain and social profile; raw email addresses are hidden.

Website domain
planforge401k.com
The official website domain is available from the company source record.
Social profile
LinkedIn organization page
A LinkedIn organization page is present for this company record.

AeroLeads coverage snapshot

Profile sample
1
Visible people attached to this company page.
Profile graph depth
Deep profile graph
1 mapped workforce signals against a 1 employee size estimate.
Contactable sample
1
Visible people with email or phone data.
Contact channel mix
Multi-channel contact coverage
Visible profile or company source data includes email and phone channels.
Contact evidence confidence
Mapped contact-channel evidence
Visible profile or company source data includes email and phone channels.
Domain confidence
Basic domain identity
Domain confidence for planforge401k.com is based on website domain and social profile.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, ownership, and funding.
Company momentum score
Limited company momentum score
Momentum score blends contactability and peer position from AeroLeads company and profile evidence.
Company ownership signal
Private company record
Company source record includes source type Privately Held.
Audience density
Low audience density
12 followers against 1 employee estimate, about 12 followers per estimated employee.
Specialty signals
4
Specialty tags in the company record.
Market specificity
Focused market profile
6 market classification signals across categories, specialties, and related peer industries.
Peer industry clusters
1
Industries represented by related company records.
Related companies
2
Company graph links available for comparison.
Industry benchmark
Peer-informed industry benchmark
Industry benchmark uses 2 related companies, 3 benchmark dimensions, and 3 peer evidence types from the AeroLeads related-company graph.
Peer benchmark confidence
Multi-signal peer benchmark evidence
Peer benchmark combines 2 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 0% of 1 comparable related peer.
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Prospecting fit
Research-first prospecting fit
PlanForge Consulting shows research-first prospecting fit based on person-level contact coverage, people graph depth, and peer context.
ICP fit
Research ICP fit
PlanForge Consulting matches the research ICP fit band for common outbound filters based on company size, market specificity, and contactability.
Account research checklist
Source-backed account research checklist
Account research checklist combines person-level contact coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.
Intelligence signal groups
6
AeroLeads signal groups available for this company.

Market focus signals

Primary industry
Business Consulting and Services
Market specificity
Focused market profile
6 market classification signals across categories, specialties, and related peer industries.
Market evidence tier
High-confidence market evidence
Market evidence combines 6 classification signals from categories, specialties, related peer industries, and description keywords. 6 description-backed keyword signals are included.
Industry benchmark
Peer-informed industry benchmark
Industry benchmark uses 2 related companies, 3 benchmark dimensions, and 3 peer evidence types from the AeroLeads related-company graph.
Top peer industry
Financial Services
100% of 2 related peer industry signals.
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 2 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
Size position
Smaller than most related peers
1 of 1 related employee-estimated peer is higher.
Peer graph strength
Partial peer evidence graph
Related peer graph has employee benchmarks, website records, and social profiles across 2 related companies.
Benchmark dimensions: peer graph strength, size benchmark, and size position.
Categories
Business Consulting and Services
Specialties
401(k) Implementation Business Consulting Tax Advisor Tax Strategist
Product-market keyword evidence
Description-backed market keywords
Keyword evidence comes from 3 source field groups: Category, Specialty, Description.
Product-market keyword evidence tier: High-confidence product-market keyword evidence. Product-market keyword evidence combines 11 unique market keywords, 3 source field groups, and 6 description-backed keywords (1 category, 4 specialty, and 6 description).
Business Consulting and Services · Category 401(k) Implementation · Specialty Business Consulting · Specialty Tax Advisor · Specialty Tax Strategist · Specialty owners shouldn · Description choose between taking · Description bottom line · Description often run · Description net zero cost · Description even better · Description
Related peer industries
Peer-industry evidence tier: Limited peer-industry evidence. Peer-industry evidence combines 2 related companies, 1 peer-industry cluster, and top peer industry Financial Services at 100.0%.
Financial Services 2 peers
100.0% of related peer industries

Company signals

Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, ownership, and funding.
Multi-signal company record evidence: Company record evidence combines 4 source-backed company signal types: social audience, company maturity, ownership, and funding.
Social audience
12
Followers in the company source record.
Social audience evidence tier: Limited social-audience evidence. Social audience evidence uses 12 followers from source field social_followers.
Audience density
Low audience density
12 followers against 1 employee estimate, about 12 followers per estimated employee.
Audience-density evidence tier: Limited audience-density evidence. Audience-density evidence combines 12 social followers, 1 employee estimate, and 12 followers per estimated employee.
Company maturity
New company record
Company source record includes founding year 2025, about 1 year before 2026.
Company maturity evidence tier: Recent founding-year evidence. Maturity evidence combines founding year 2025, 1 year of company history, and source field founded.
Company ownership
Private company record
Company source record includes source type Privately Held.
Company ownership evidence tier: Structured ownership evidence. Ownership evidence combines source type Privately Held from structured company source fields.
Funding
Funding data
Funding evidence tier: Limited funding evidence. Funding evidence combines 2 named investors from structured company source fields.
Named investor signal: Funding data names 2 investors in the company source record.
financial legal expertise. We also design plans that allow access to alternative investments such as real estate

Contactability signals

Contactability score 100.0%
1 of 1 visible profiles include email or phone signals.
Contact channel mix
Multi-channel contact coverage
Visible profile or company source data includes email and phone channels.
Contact evidence tier
Mapped contact-channel evidence
Visible profile or company source data includes email and phone channels.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Aggregate signals
1
Channel coverage
Email and phone aggregate coverage
Evidence groups
1
Limited contact-safety evidence: Contact-safety evidence combines visible profile contact sample; public schema uses aggregate variables only.
Aggregate-only contact schema: Dataset variables use counts, rates, channel labels, freshness bands, and domain-alignment metrics instead of raw contact values.
Visible people
1
With contact data
1
Email coverage
1
100.0% of visible profiles
Phone coverage
1
100.0% of visible profiles

Explore related pages

Related company intelligence:

At PlanForge Consulting, we believe small business owners shouldn’t have to choose between taking care of their employees and protecting their bottom line. That’s why we specialize in designing and implementing 401(k) plans for businesses with 15–75 W‑2 employees that often run at net‑zero cost — or even better. By leveraging SECURE Act 2.0 tax credits, strategic plan design, and federal incentives, we help owners reduce 401(k) costs by 90% or more, redirecting money that would have gone to the IRS into meaningful employee benefits and owner retirement savings. Real Results • A 36‑employee business reduced plan costs by 91.8%, saving nearly $20,000. • A 22‑employee company turned their 401(k) into a net gain of –$282, meaning the plan paid them back while rewarding employees. • A 29‑employee business achieved a net gain of –$330, transforming tax liabilities into employee retention tools. More Than Just a Plan Every client receives access to a CFP® professional and a Tax & Real Estate Attorney, ensuring their retirement strategy is backed by financial and legal expertise. We also design plans that allow access to alternative investments such as real estate, private equity, and crypto inside retirement accounts. 🤝 Referral & Partnership Programs • Referral Program: We pay $250–$500 for every qualified business owner referred who implements a 401(k) plan (even if not with us). • Partnership Program: CPAs, payroll providers, bookkeepers, and insurance professionals can collaborate with us to expand their service offering, strengthen client loyalty, and even share in ongoing administrative revenue. Why PlanForge? • Net‑zero cost strategies backed by real case studies • Personalized illustrations for each business (not estimates, real payroll data) • Support for both owners and employees to maximize long‑term outcomes If you’d rather reward your team and build wealth instead of overpaying the IRS, PlanForge Consulting is ready to show you how.

Company source details

Employees
1
Founded
2025
Address
8150 N Central Expy
Industry
Business Consulting And Services
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other Scientific and Technical Consulting Services
Other Management Consulting Services
Website
planforge401k.com
Keywords
401(k) Implementation, Business Consulting, Tax Advisor, Tax Strategist.
HQ
Dallas, Texas
Related companies
Ideology Multi-Family Office, Moore Investment Solutions LLC..
Explore visible people signals for PlanForge Consulting by role, title, or keyword.

1 of 1 visible profile include email or phone signals in AeroLeads.

PlanForge Consulting Questions

PlanForge Consulting people graph sample