About Northwest Plan 401k
Northwest Plan 401k is a company based in Seattle (United States) founded in 1994, and was acquired by WestView Capital in May 2016. It operates as a retirement plan services are offered to US companies. Northwest Plan 401k has completed 4 acquisitions, including CDM Retirement Consultants, KandG App and Trautmann, Maher & Associates.
Company details
NWPS was founded in 1994 and is based in Seattle, United States. Retirement plan services are provided to US-based companies, encompassing recordkeeping, administration, actuarial support, consulting, compliance, and participant services. As of November 2017, services are extended to over 960 companies, covering 300,000 participants and managing 20 billion in retirement savings within the financial services sector.
- Headquarters Seattle, United States
- Stage Acquired
- Email••••••••
- Phone•••• ••••
- Website nwp401k.com
- Social LinkedIn X
- Acquired by WestView Capital (May 2016)
- InvestorsFive Points Capital
& 2 more
- Investments & AcquisitionsCDM Retirement Consultants
& 3 more
- Acquired by
Funding Insights of Northwest Plan 401k
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Northwest Plan 401k with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2016 | – | Debt – Conventional | – | – |
3 investors in total: 3 institutional.
Investors in Northwest Plan 401k
Northwest Plan 401k has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Five Points Capital, WestView Capital Partners and Pine Tree Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
U.S. lower middle market investments are managed by the firm. | 1997 | fivepointscapital.com | Winston-salem, United States | |
WestView Capital is focused on growth-oriented company investments. | – | wvcapital.com | Boston, United States | |
- | – | pinetreeequity.com | - |
Investor details for Northwest Plan 401k
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Northwest Plan 401k
Northwest Plan 401k has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include CDM Retirement Consultants, KandG App and Trautmann, Maher & Associates.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to individual clients. | venutiassociates.com | Los Altos, United States | 2002 | Apr 2020 | •••• | |
Provider of diversified management consulting services | kandg.com | – | 1995 | Aug 2018 | •••• | |
Retirement plan recordkeeping and administration services are provided. | trautmannmaher.com | Bothell, United States | 1991 | Aug 2016 | •••• | |
Retirement plan administration and recordkeeping services are offered. | cdmretirement.com | Towson, United States | 1998 | Feb 2015 | •••• |
Complete acquisition details for Northwest Plan 401k
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Northwest Plan 401k
8 dated milestones of Northwest Plan 401k across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Northwest Plan 401k is founded.
- Exit Acquired by Pine Tree Equity.
- Acquisition Acquires CDM Retirement Consultants.
- Exit Acquired by WestView Capital.
- Funding First funding round.
- Acquisition Acquires Trautmann, Maher & Associates.
- Acquisition Acquires KandG App.
- Acquisition Acquires Venuti & Associates.
Web traffic of Northwest Plan 401k
Websites that share an audience with Northwest Plan 401k (nwp401k.com).
Websites whose visitors overlap most with Northwest Plan 401k. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nwps401k.com | nwps401k.com | 100% | – | #681,429 | – |
tysonbenefits.com | tysonbenefits.com | 62% | – | – | – |
my.check.me | my.check.me | 51% | – | – | – |
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Frequently Asked Questions about Northwest Plan 401k
Northwest Plan 401k was founded in 1994 and raised its 1st funding round 22 years after it was founded.
Northwest Plan 401k is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
NWPS was founded in 1994 and is based in Seattle, United States. Retirement plan services are provided to US-based companies, encompassing recordkeeping, administration, actuarial support, consulting, compliance, and participant services. As of November 2017, services are extended to over 960 companies, covering 300,000 participants and managing 20 billion in retirement savings within the financial services sector.
Northwest Plan 401k has made 4 acquisitions, including CDM Retirement Consultants, KandG App, and Trautmann, Maher & Associates.
Northwest Plan 401k has 3 investors. Key investors include Five Points Capital, WestView Capital Partners, and Pine Tree Equity.
Yes. Northwest Plan 401k was acquired by WestView Capital in May 2016.