Journey Retirement Plan Services LLC
Journey Retirement Plan Services LLC is a portfolio management and investment advice business in Belmont, Michigan, under NAICS code 523940. It was financed with an SBA 7(a) loan for a change of ownership of $750,000, with a 10-year term, from The Huntington National Bank, approved July 1, 2026.
SBA 7(a) loan, change of ownership, approved Jul 1, 2026
$750,000 approvedLender: The Huntington National Bank10 years termCommitted, not fully disbursedLoan details
- Gross approval
- $750,000
- SBA-guaranteed amount
- $562,500 (75% of the approval)
- Lender
- The Huntington National Bank, Columbus, OH
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 9.25%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- July 1, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $9,602 Estimated payment at the initial rate over the full term; actual terms vary.
- Loan status
- Committed, not fully disbursed
- Jobs supported
- 7
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Kent County, MI
- SBA district office
- Michigan District Office
- Congressional district
- MI-03
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 26% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Michigan: $1,645,728.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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