Cpi Qualified Plan Consultants is a firm that provides administrative support, investment management, consulting services, fiduciary trustee, and office administration support 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 $13 million to $53 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Conrad N. Hilton Foundation | 501(c)(3) | Westlake Village, CA | ||
| 2 | Oncology Nursing Society | 501(c)(6) | Pittsburgh, PA | ||
| 3 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 4 | Human Rights First | 501(c)(3) | New York, NY | ||
| 5 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 6 | World Resources Institute (WRI) | 501(c)(3) | Washington, DC | ||
| 7 | Wolf Trap Foundation for the Performing Arts | 501(c)(3) | Vienna, VA | ||
| 8 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 9 | Uncommon Schools (US) | 501(c)(3) | New York, NY | ||
| 10 | Bellevue Christian School (BCS) | 501(c)(3) | Clyde Hill, WA | ||
| ... | and 77 more Cpi Qualified Plan Consultants not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cpi Qualified Plan Consultants in the nonprofit sector include Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Capfinancial Partners, LLC, The Segal Company, Adp, and US Bank.
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