Cpi Qualified Plan Consultants is a firm that provides administrative support, investment management, consulting services, fiduciary trustee, and financial advisor 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 $15 million to $57 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Conrad N. Hilton Foundation | 501(c)(3) | Westlake Village, CA | ||
| 2 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 3 | Oncology Nursing Society | 501(c)(6) | Pittsburgh, PA | ||
| 4 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 5 | Human Rights First | 501(c)(3) | New York, NY | ||
| 6 | World Resources Institute (WRI) | 501(c)(3) | Washington, DC | ||
| 7 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 8 | Uncommon Schools (US) | 501(c)(3) | New York, NY | ||
| 9 | Delta Community Supports | 501(c)(3) | Blue Bell, PA | ||
| 10 | Bellevue Christian School (BCS) | 501(c)(3) | Clyde Hill, WA | ||
| ... | and 78 more Cpi Qualified Plan Consultants not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cpi Qualified Plan Consultants in the nonprofit sector include Benefit Plans Admin Services, Inc., Adp, US Bank, Capfinancial Partners, LLC, Cambridge Investment Research Inc, LPL Financial, Raymond James Financial Services, Minnesota Life Insurance Company, The Segal Company, and Northwestern Mutual Investment Serv.
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