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United Retirement Plan Consultants Inc
545 Metro Place South Suite 240
Phone: (614) 923-8822p:614 923-8822 DUBLIN, OH  43017  United States

This company was Merged or Acquired on 6/3/2019.
This company ceased filing statements with the SEC on 3/23/2011.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company

Business Summary
United Retirement Plan Consultants Inc. is a provider of retirement plan design, consulting and administration services for small to mid-size employers. The Company designs and administers qualified and non-qualified plans for businesses of all types and sizes. It offers plans, such as defined benefit plans, cash balance plans, employee stock ownership plans (ESOPs), money purchase plans, simplified employee pension (SEP) plans, 401(k) simple plans, traditional and safe harbor 401(k) plans, solo plans, 403(b) plans, profit sharing plans, cross tested plans and target benefit plans, among others. It offers monitoring, maintenance, and regulatory compliance services, such as plan document preparation, internal revenue service (IRS) submissions, plan conversions, non-discrimination testing, testing and calculations, minimum coverage and participant tests, and assistance with participant disclosures among others. It has around 18 offices in 16 states of the United States.
(Source: Company's Website)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
IRA CQ
Score
Moody's
Rating
Fitch
Rating
DBRS
Rating
Morningstar
Rating
-Yes-------

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
9/30/201012/31/2009YesYes--Yes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board Richard J.Berman 72 3/9/2005 3/9/2005
President, Chief Operating Officer John M.Davis 51 5/21/2007 2/1/2007
Chief Executive Officer, Director Steven J.Ross 56 3/1/2006 4/15/2005
6 additional Officers and Directors records available in full report.

Business Names
Business Name
ABR Advisors, Inc.
Alan N. Kanter & Associates, Inc.
Alaska Pension Services, Ltd.
28 additional Business Names available in full report.

General Information
Stock Exchange: OTC
Federal Tax Id: 592091510


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Saturday, December 07, 2019