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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.

Deals from 2025 Filtered for TPA
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
12/10/2025

Closed
10/22/2025		 Jay Eilers, Sandra Eilers MAP Retirement TPA Members Only Members Only Related Story
11/12/2025

Closed
 Kelly Trombino, Dennis Trombino Premier Plan Consultants TPA Members Only Members Only Related Story
11/7/2025

Closed
10/30/2025		 Dave Mountford ERP Retirement Services TPA Members Only Members Only Related Story
10/30/2025

Closed
 Mark Strakowski, Jeremy Schira Strongpoint Partners TPA Members Only Members Only Related Story
10/27/2025

Closed
 Bob Presberg Prime Pensions, Inc. TPA Members Only Members Only Related Story
10/9/2025

Closed
 David Cohen, Amy Cohen Uddeme Strongpoint Partners TPA Members Only Members Only Related Story
9/16/2025

Closed
9/12/2025		 Terrance Power Daybright Financial TPA Members Only Members Only Related Story
9/11/2025

Closed
 Bill Clifford, Danim Ahmed Fiduciary Services Group TPA Members Only Members Only Related Story
8/28/2025

Closed
8/4/2025		 Nelson Yeung Strongpoint Partners TPA Members Only Members Only Related Story
8/27/2025

Closed
8/15/2025		 Brooke Hessel Cline Daybright Financial TPA Members Only Members Only Related Story
8/7/2025

Closed
8/1/2025		 Warren Simon Strongpoint Partners TPA Members Only Members Only Related Story
8/7/2025

Closed
7/29/2025		 Kaezad Setna Strongpoint Partners TPA Members Only Members Only Related Story
8/4/2025

Closed
 Axios Advisory Group, Ltd. EdgeCo Holdings LP TPA Members Only Members Only Related Story
7/29/2025

Closed
7/21/2025		 Paul Carmichael, Joe Cibirka, Matt Phillips Strongpoint Partners TPA Members Only Members Only Related Story
7/24/2025

Announced
 Petros Koumantaros, Yannis Koumantaros, Maria Koumantaros Daybright Financial TPA Members Only Members Only Related Story
7/22/2025

Closed
 Blue Chip Retirement Plans MAP Retirement TPA Members Only Members Only Related Story
7/17/2025

Closed
6/20/2025		 Bob Gorelick Strongpoint Partners TPA Members Only Members Only Related Story
6/17/2025

Closed
5/30/2025		 Employee Incentive Plans, Inc. July Business Services, LLC TPA 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
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

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


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