Pentegra Retirement Services
Charlotte, NC
Pentegra Retirement Services of Charlotte, NC is the broker of record on 13 Form 5500 Schedule A filings covering 8 employer benefit plans across 5 states, with $3,572 in reported broker commissions (plan year 2025).
Quick answer
Pentegra Retirement Services (Charlotte, NC) is the broker of record for 8 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pentegra Retirement Services have?
- Pentegra Retirement Services is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 5 states.
- Who are Pentegra Retirement Services's largest employer clients?
- By plan participants, the largest include Roman Empire Living Skills, Inc. (625 participants), Carexm, LLC (465 participants) and Doc Maintenance, Inc. (341 participants).
- How much does Pentegra Retirement Services earn in commissions?
- Insurers reported $3,572 in broker commissions and $139,636 in fees paid to Pentegra Retirement Services for plan year 2025, per Schedule A Part 1.
- Where is Pentegra Retirement Services located?
- Pentegra Retirement Services is based in Charlotte, NC and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pentegra Retirement Services 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 |
|---|---|---|---|
| Roman Empire Living Skills, Inc. | CA | 625 | 2025-12-31 |
| Carexm, LLC | UT | 465 | 2024-12-31 |
| Doc Maintenance, Inc. | SC | 341 | 2024-12-31 |
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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.