About California Retirement Plans
California Retirement Plans is a company based in Walnut Creek (United States) founded in 1992. It operates as a B2B. The company has 7 employees as of December 31, 2022. California Retirement Plans offers products and services including Retirement Plan Design and Plan Administration. California Retirement Plans operates in a competitive market with competitors including MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others.
- Headquarter Walnut Creek, United States
- Employees 7 as on 31 Dec, 2022
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Sectors
Financial ServicesBusiness Services
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Phone
*********
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Website
*********
- Legal Name California Retirement Plans, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
7
as on Dec 31, 2022
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Products & Services of California Retirement Plans
California Retirement Plans offers a comprehensive portfolio of products and services, including Retirement Plan Design and Plan Administration. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Creates custom retirement plans for business needs
Manages annual administration and compliance for plans
Funding Insights of California Retirement Plans
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by California Retirement Plans
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - California Retirement Plans
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
California Retirement Plans Comparisons
Competitors of California Retirement Plans
California Retirement Plans operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Internet-based life, health, auto, home, and pet insurance is offered.
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| domain | founded_year | HQ Location |
Insurance company
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| domain | founded_year | HQ Location |
Provider of pension fund for the employees based out of the US
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| domain | founded_year | HQ Location |
Retirement-focused investment management services are provided by the firm.
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| domain | founded_year | HQ Location |
Global life and health reinsurance services are provided worldwide.
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| domain | founded_year | HQ Location |
Retirement services provider
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about California Retirement Plans
When was California Retirement Plans founded?
California Retirement Plans was founded in 1992.
Where is California Retirement Plans located?
California Retirement Plans is headquartered in Walnut Creek, United States. It is registered at Walnut Creek, California, United States.
How many employees does California Retirement Plans have?
As of Dec 31, 2022, the latest employee count at California Retirement Plans is 7.
What does California Retirement Plans do?
California Retirement Plans, Inc. offers tailored retirement plan design and annual administration services for businesses. They use consulting expertise to create plans suited to unique client needs, ensuring compliance and efficiency. Operating from California, they serve clients across states like New York with 401(k) and other plans, drawing on over 25 years of experience to handle audits and regulatory requirements.
Who are the top competitors of California Retirement Plans?
California Retirement Plans's top competitors include Pacific Life, MetLife and Jackson.
What products or services does California Retirement Plans offer?
California Retirement Plans offers Retirement Plan Design and Plan Administration.