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 individual and family services, outpatient health care practitioners and facilities, and assisted living and continuing care retirement communities with revenues ranging from $15 million to $49 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Conrad N. Hilton Foundation | 501(c)(3) | Westlake Village, CA | ||
| 2 | Oncology Nursing Society | 501(c)(6) | Pittsburgh, PA | ||
| 3 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 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 | Orangewood Foundation | 501(c)(3) | Santa Ana, CA | ||
| 9 | Horizons for Homeless Children | 501(c)(3) | Roxbury, MA | ||
| 10 | Bellevue Christian School (BCS) | 501(c)(3) | Clyde Hill, WA | ||
| ... | and 77 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 Fidelity, Matrix Trust Company, Alerus Financial, N.a., Global Retirement Partners LLC, Marquette and Associates, Kestra Advisory Services LLC, Principal, Pensionmark Financial Group LLC, Merrill Lynch, and Leafhouse Financial Advisors, LLC.
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