Planpilot, LLC is a firm that provides investment management, consulting services, financial advisor, third party administration, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Ohio, Iowa, and Indiana (although they are present in other states as well).
Most Planpilot, LLC clients are colleges, universities, and professional schools with revenues ranging from $61 million to $156 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Window To the World Communications (WTTW) | 501(c)(3) | Chicago, IL | ||
| 2 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 3 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 4 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 5 | St. Thomas School | 501(c)(3) | Medina, WA | ||
| 6 | Butler University | 501(c)(3) | Indianapolis, IN | ||
| 7 | Hamline University | 501(c)(3) | Saint Paul, MN | ||
| 8 | Wabash College | 501(c)(3) | Crawfordsville, IN | ||
| 9 | McKendree University | 501(c)(3) | Lebanon, IL | ||
| 10 | The Blake School | 501(c)(3) | Hopkins, MN | ||
| ... | and 30 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Benefit Plans Admin Services, Inc., Morningstar, Fiduciary Investment Advisors, RBC Capital Markets, Capfinancial Partners, LLC, Bank Of New York Mellon, Sei Investments, Newport Trust Company, Valic, and Matrix Trust Company.
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