Planpilot, LLC is a firm that provides investment management, financial advisor, consulting services, third party administration, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Ohio, Iowa, and Indiana (although they are present in other states as well).
Most Planpilot, LLC clients are colleges, universities, and professional schools and elementary and secondary schools with revenues ranging from $52 million to $153 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Window To the World Communications (WTTW) | 501(c)(3) | Chicago, IL | ||
| 2 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 3 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 4 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 5 | Saint Ann's School | 501(c)(3) | Brooklyn, NY | ||
| 6 | The Buckley School | 501(c)(3) | Sherman Oaks, CA | ||
| 7 | Wildwood School | 501(c)(3) | Los Angeles, CA | ||
| 8 | The Hewitt School (THS) | 501(c)(3) | New York, NY | ||
| 9 | Town School for Boys Alumni Association | 501(c)(3) | San Francisco, CA | ||
| 10 | St. Thomas School | 501(c)(3) | Medina, WA | ||
| ... | and 34 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Minnesota Life Insurance Company, CBIZ Retirement Plan Services, Morningstar, Towers Watson, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, Aon Hewitt, Empower Annuity Insurance Company, CBIZ, and Newport Group, Inc..
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