Cetera Retirement Plan Specialists
St Cloud, MN
Cetera Retirement Plan Specialists of St Cloud, MN is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Cetera Retirement Plan Specialists (St Cloud, MN) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cetera Retirement Plan Specialists have?
- Cetera Retirement Plan Specialists is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Cetera Retirement Plan Specialists's largest employer clients?
- By plan participants, the largest include Kaizen Auto Care, LLC (481 participants), Michael Sullivan & Associates (244 participants) and Sierra Development Company (216 participants).
- Where is Cetera Retirement Plan Specialists located?
- Cetera Retirement Plan Specialists is based in St Cloud, MN and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cetera Retirement Plan Specialists on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Kaizen Auto Care, LLC | AZ | 481 | 2024-12-31 |
| Michael Sullivan & Associates | CA | 244 | 2024-12-31 |
| Sierra Development Company | NV | 216 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.