Social engagement
Social engagement: 623 social following, 9 posts in the last 12 months — below the industry typical range.
Investor mix
2 investors on record; lead investors include Mill Point Capital, Lightyear Capital; 1 has since exited.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 2 | 100% |
Hiring activity
Hires periodically
5 roles tracked across 3 of the last 12 months
3 Jun 2026 · Compliance Administrator II - Retirement and Pension Plans · Chico
7 Jan 2026 · Retirement Plan Administrator · Florham Park
22 Oct 2025 · Junior Accountant · Florham Park
11 Oct 2025 · Experienced DC Retirement Plan Administrator · Eugene
11 Oct 2025 · Retirement Plan Distribution Administrator I · Chico
Based on job postings tracked across public sources.
Recent activity
3 Mar 2026
Leadership hire
Chief Executive Officer
3 Mar 2026
Event
Top 100 TPA Industry Conference
15 Oct 2025
Event
ASPPA Conference