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Benefits Intelligence/Broker Directory/North Carolina

Retirement Plan Services, Inc.

Cary, NC

Retirement Plan Services, Inc. of Cary, NC is the broker of record on 125 Form 5500 Schedule A filings covering 38 employer benefit plans across 8 states, with $198,837 in reported broker commissions (plan year 2024).

Employer clients
38
distinct plan sponsors
Schedule A filings
125
States served
8
Reported commissions
$198,837
plan year 2024
Reported fees
$766,445

Employer clients

Plan sponsors naming Retirement Plan Services, Inc. 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
Centraarchy Restaurant Management CompanySC1,1002011-12-31
Constella Group/ LLCVA7222008-12-31
Saguaro Group, LLCNC3342014-12-31
35 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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

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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.