Cause IQ vendor profile

Cpi Qualified Plan Consultants


Cpi Qualified Plan Consultants is a firm that provides administrative support, investment management, consulting services, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Cpi Qualified Plan Consultants clients are outpatient health care practitioners and facilities and residential intellectual and developmental disability facilities with revenues ranging from $14 million to $54 million.

Primary location:
Great Bend, KS
Clients in:
KS
Identified clients:
89
Avg client size:
$37 mil revenue
Median client size:
$22 mil revenue

Cpi Qualified Plan Consultants client list

  Name Type Location
1 Conrad N. Hilton Foundation 501(c)(3) Westlake Village, CA
2 National Cooperative Business Association (NCBA) 501(c)(6) Washington, DC
3 Oncology Nursing Society 501(c)(6) Pittsburgh, PA
4 Aid Atlanta 501(c)(3) Atlanta, GA
5 Human Rights First 501(c)(3) New York, NY
6 World Resources Institute (WRI) 501(c)(3) Washington, DC
7 Heifer Project International 501(c)(3) Little Rock, AR
8 Uncommon Schools (US) 501(c)(3) New York, NY
9 Delta Community Supports 501(c)(3) Blue Bell, PA
10 Orangewood Foundation 501(c)(3) Santa Ana, CA
... and 79 more Cpi Qualified Plan Consultants not-for-profit tax-exempt clients identified by Cause IQ

Cpi Qualified Plan Consultants competitors

Competitors to Cpi Qualified Plan Consultants in the nonprofit sector include Ubs Financial Services, Inc., Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., US Bank, Transamerica Retirement Solutions, JP Morgan Chase, Minnesota Life Insurance Company, Raymond James Financial Services, Adp, and Ameriprise Financial Services.

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