The Raymond Company Pension Services, LLC

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The Raymond Company Pension Services, LLC - overview

Established

1970

Location

Mesa, AZ, US

Primary Industry

Financial Services

About

The Raymond Company Pension Services, LLC specializes in pension plan management, delivering comprehensive services that ensure compliance and support for businesses in establishing retirement plans. Founded in 1970 and headquartered in Mesa, US, The Raymond Company Pension Services, LLC provides dedicated pension management services. The company has undergone no significant changes in its business strategy and does not have known subsidiaries. In January 2026, Prime Pensions, Inc.


, a portfolio company of Lightyear Capital, acquired The Raymond Company Pension Services, LLC. The Raymond Company Pension Services, LLC specializes in comprehensive pension plan management, offering a suite of services designed to facilitate plan setup, annual filings, and ongoing compliance. Their core offerings include the establishment and maintenance of retirement plans tailored to meet the specific needs of businesses and their employees. The company serves a diverse client base, including small to mid-sized businesses seeking to implement effective retirement solutions for their workforce.


The target end users are employees of these businesses who benefit from structured pension plans that promote financial security in retirement. The company operates primarily in the United States, with a focus on markets that require robust pension management solutions, ensuring compliance with federal regulations and enhancing overall employee benefits. Revenue generation for The Raymond Company Pension Services, LLC is driven by a service-based model, where clients engage the firm for tailored pension management services and ongoing support. Transactions typically involve service agreements structured around annual retainers and fees based on the complexity of the pension plans managed.


The company may incorporate a pricing model that includes fees for plan setup, compliance filings, and periodic consultations, ensuring that clients receive continuous support throughout the lifecycle of their pension plans. Given their focus on pension services, flagship offerings center on their expertise in regulatory compliance and client-specific plan structuring, providing a comprehensive solution to meet the evolving needs of their clientele. Following its acquisition on January 14, 2026, by Prime Pensions, Inc. , The Raymond Company Pension Services, LLC aims to leverage this opportunity to enhance and accelerate its growth.


The specific strategy includes plans to expand into new geographic markets, although detailed regions and timelines have yet to be disclosed. The rationale behind the acquisition is to facilitate Prime Pensions, Inc. in accelerating its next phase of growth, which may include the introduction of new products designed to enhance pension management and compliance services.


Current Investors

Prime Pensions, Inc.

Primary Industry

Financial Services

Sub Industries

Investment Banking, Accounting Services

Website

www.raymondcompany.net

Verticals

FinTech, FinTech, FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

The Raymond Company Pension Services, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedThe Raymond Company Pension Services, LLC-

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