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.
| 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 | ||||
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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