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Benefits Intelligence/Broker Directory/Indiana

Retirement Plan Concepts & Services

Fort Wayne, IN

Retirement Plan Concepts & Services of Fort Wayne, IN is the broker of record on 17 Form 5500 Schedule A filings covering 16 employer benefit plans across 5 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
17
States served
5
Reported commissions
$0
plan year 2025
Reported fees
$118,897

Employer clients

Plan sponsors naming Retirement Plan Concepts & Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Hopewell Health Centers, Inc.OH7112024-12-31
Diversity-Vuteq, LLCMS5512024-12-31
Sterling Management, Ltd.IN3332024-12-31
13 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.