Rethink Wealth LLC
Houston, TX
Rethink Wealth LLC of Houston, TX is the broker of record on 11 Form 5500 Schedule A filings covering 10 employer benefit plans, with $25,584 in reported broker commissions (plan year 2025).
Quick answer
Rethink Wealth LLC (Houston, TX) is the broker of record for 10 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Rethink Wealth LLC have?
- Rethink Wealth LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Rethink Wealth LLC's largest employer clients?
- By plan participants, the largest include Hep Services LLC (397 participants), Geocontrol Systems, Inc. (361 participants) and Memorial Mri & Diagnostic, Pllc (296 participants).
- How much does Rethink Wealth LLC earn in commissions?
- Insurers reported $25,584 in broker commissions paid to Rethink Wealth LLC for plan year 2025, per Schedule A Part 1.
- Where is Rethink Wealth LLC located?
- Rethink Wealth LLC is based in Houston, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rethink Wealth LLC 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 |
|---|---|---|---|
| Hep Services LLC | TX | 397 | 2024-12-31 |
| Geocontrol Systems, Inc. | TX | 361 | 2024-12-31 |
| Memorial Mri & Diagnostic, Pllc | TX | 296 | 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.