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401kWire's Deal Sheet
Filter by Deal Type
All
OR = Outsourced Recordkeeping
BU = Bundled
RK = Recordkeeping Only
IO = Investment Only
3B = 403(b)
TPA = Third Party Administrator
IC = Investment Consultant/RIA
TC = Trust/Custody
DB = Defined Benefit
MI = Miscellaneous
The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the 401kWire staff. However, not all of the information has been directly confirmed by the 401kWire. To submit information contact Editors@401kWire.com.

All Deals from 2025
Change Year:
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 		Filter for:
All OR BU RK IO 3B TPA IC TC DB MI
Reported Seller Buyer Type Value $mm Description
6/9/2025

Closed
 Tim McCutcheon EdgeCo Holdings LP MI Members Only Members Only Related Story
4/17/2025

Closed
3/14/2025		 Brian Smith Strongpoint Partners TPA Members Only Members Only Related Story
4/16/2025

Closed
4/1/2025		 Forrest Knowles Blue Ridge Associates TPA Members Only Members Only Related Story
4/2/2025

Closed
4/1/2025		 WIA Consultants, Inc. BPAS TPA Members Only Members Only Related Story
4/2/2025

Closed
 IPX Retirement Congruent Solutions MI Members Only Members Only Related Story
3/24/2025

Closed
 BayBridge Capital Group, LLC OneDigital Investment Advisors IC Members Only Members Only Related Story
3/13/2025

Closed
3/4/2025		 Don Dady, Dave Rauch, Ron Shurts Apollo, Athene, Motive Partners MI Members Only Members Only Related Story
3/7/2025

Closed
 Steve Glasgow, Jordan Sibler Hub International Limited IC Members Only Members Only Related Story
2/24/2025

Closed
 Vince Giovinazzo, Nick Della Vedova Great Gray Group MI Members Only Members Only Related Story
2/18/2025

Closed
1/14/2025		 Eileen Gaspar MAP Retirement TPA Members Only Members Only Related Story
2/12/2025

Closed
12/20/2024		 Mindy Gassman, Mark Fishman Strongpoint Partners TPA Members Only Members Only Related Story
2/6/2025

Announced
 Tate Kerst BPAS MI Members Only Members Only Related Story
2/6/2025

Closed
2/1/2025		 Northeast Benefit Services, Inc. BPAS TPA Members Only Members Only Related Story
1/23/2025

Closed
12/27/2024		 Bill Anastasiades, Frank Rossi Strongpoint Partners TPA Members Only Members Only Related Story
1/22/2025

Closed
11/22/2024		 Tim Corle, Lauren Stuart NFP TPA Members Only Members Only Related Story
1/3/2025

Closed
12/31/2024		 Louis Day Invst, LLC IC Members Only Members Only Related Story


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