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 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.

Primary location:
Great Bend, KS
All locations:
KS
Identified clients:
87
Avg client size:
$34 mil revenue
Median client size:
$22 mil revenue

Cpi Qualified Plan Consultants client list

 NameTypeLocation
1Conrad N. Hilton Foundation501(c)(3)Westlake Village, CA
2Oncology Nursing Society501(c)(6)Pittsburgh, PA
3National Cooperative Business Association (NCBA)501(c)(6)Washington, DC
4Human Rights First501(c)(3)New York, NY
5Aid Atlanta501(c)(3)Atlanta, GA
6World Resources Institute (WRI)501(c)(3)Washington, DC
7Wolf Trap Foundation for the Performing Arts501(c)(3)Vienna, VA
8Heifer Project International501(c)(3)Little Rock, AR
9Uncommon Schools (US)501(c)(3)New York, NY
10Bellevue 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

Cpi Qualified Plan Consultants competitors

Competitors to Cpi Qualified Plan Consultants in the nonprofit sector include Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Ubs Financial Services, Inc., LPL Financial, Ameriprise Financial Services, Raymond James Financial Services, Adp, The Segal Company, Capfinancial Partners, LLC, and US Bank.

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