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 New York, Illinois, and Iowa (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 $45 million to $153 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trinity Episcopal School | 501(c)(3) | New York, NY | ||
| 2 | Nightingale Bamford School | 501(c)(3) | New York, NY | ||
| 3 | Drake University | 501(c)(3) | Des Moines, IA | ||
| 4 | Ethical Culture Fieldston School (ECFS) | 501(c)(3) | New York, NY | ||
| 5 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 6 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 7 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 8 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 9 | Saint Ann's School | 501(c)(3) | Brooklyn, NY | ||
| 10 | Bank Street College of Education | 501(c)(3) | New York, NY | ||
| ... | and 57 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include CBIZ Retirement Plan Services, Morningstar, Minnesota Life Insurance Company, Captrust, Capfinancial Partners, LLC, Towers Watson, Benefit Plans Admin Services, Inc., NFP Retirement Inc., RBC Wealth Management, and Variable Annuity Life Insurance Company.
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